Richard C. Salmen
FAMILY INVESTMENT CENTER
Lenexa, KS 66215
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CRD#: 2230266
Professional summary
Richard Christopher Salmen, CFP® is a registered financial advisor currently at FAMILY INVESTMENT CENTER located in Lenexa, Kansas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Richard has worked at 5 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Biography
Why am I here?
Destiny - To help create a world where individuals, families and communities realize their full potential.
How do I want to be?
Cause - To be fully engaged in meaningful relationships that enable others to identify their passions and reach for their dreams.
What do I want to do?
Calling - To use my gift of leadership to connect, to teach and to inspire.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RA Pilot Services, not investment related, 19930 W. 117th Terrace, Olathe, KS 66061, providing pilot services for hire, sole proprietor, 11/2015, 0 - 16 hours per month, I take vacation time if done during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Christopher Salmen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
October 2, 2017 - Present
FAMILY INVESTMENT CENTER
Office #1: 11253 Strang Line Rd, Lenexa, KS 66215RIA
CRD#: 113799
Lenexa, KS
Past
August 1, 2016 - January 8, 2018
NORTHERN FINANCIAL ADVISORS, INC
RIA
CRD#: 121088
BLOOMFIELD HILLS, MI
Past
January 21, 2016 - May 26, 2016
BOK FINANCIAL SECURITIES, INC.
RIA
CRD#: 17530
Overland Park, KS
Past
October 16, 1992 - December 31, 1997
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
Past
April 13, 1992 - October 22, 1992
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FAMILY INVESTMENT CENTER
FAMILY INVESTMENT CENTER | FAMILY INVESTMENT CENTER, INC.
CRD#: 113799 / SEC#: 801-63744
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Missouri
Registered Investment Advisory firm - (1/14/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(10/2/2017)
IAR
Missouri(10/2/2017)
IAR
Texas(10/2/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FAMILY INVESTMENT CENTER
FAMILY INVESTMENT CENTER | FAMILY INVESTMENT CENTER, INC.
CRD#: 113799 / SEC#: 801-63744
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Missouri
Registered Investment Advisory firm - (1/14/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3805 Beck Road, Saint Joseph, MO 64506
Mailing Address
3805 Beck Road P.o. Box 8807, St. Joseph, MO 64508-8807
Phone number
(816) 233-4100
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,070 |
| AUM (Assets Under Management) | $ 595,944,398 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
