Terri M. Kirley

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CRD#: 2358977

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terri Marriott Kirley, who also goes by Terri Marriott Lowe, Terri Joan Marriott, was a registered financial professional .

Terri is a previously registered financial professional and started their career in finance in 1993. Terri had worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Terri Marriott Lowe | Terri Joan Marriott

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 24, 2017 - September 3, 2019

FAS WEALTH PARTNERS, INC.

RIA

CRD#: 109796

Leawood, KS

Past

July 31, 2007 - July 5, 2017

FAS CORP.

CRD#: 43536

LEAWOOD, KS

Past

February 7, 2007 - July 18, 2017

MONACO WEALTH MANAGEMENT, LLC

RIA

CRD#: 142675

LEAWOOD, KS

Past

January 31, 2006 - February 8, 2007

TFO WEALTH PARTNERS

RIA

CRD#: 124407

KANSAS CITY, MO

Past

July 13, 1993 - January 18, 1995

WADDELL & REED

CRD#: 866

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".

FAS WEALTH PARTNERS, INC.

CRD#: 109796 / SEC#: 801-19282

RIA

Registered Investment Advisory firm - (7/21/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/21/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/30/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 7/2/1993

Financial and Operations Principal Examination

Current Firm

FAS WEALTH PARTNERS, INC.

CRD#: 109796 / SEC#: 801-19282

RIA

Registered Investment Advisory firm - (7/21/1983 Approved)

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Contact information

Main Address

4747 W 135 Street Suite 100, Leawood, KS 66224

Mailing Address

Phone number

(913) 239-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAS FORM ADV PART 2A BROCHURE 20230331 (10/6/2025)

Regulatory assets under management

Total Number of Accounts	5,010
AUM (Assets Under Management)	$ 3,085,389,748

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/01/2025	Cover Page	Report
01/31/2024	Cover Page	Report
01/31/2023	Cover Page	Report

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.

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Firm Stability Insights

Terri M. Kirley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FAS CORP.

MONACO WEALTH MANAGEMENT, LLC

TFO WEALTH PARTNERS

WADDELL & REED

Primary Firm SEC Registration

FAS WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/2007

Series 65

Date: 1/30/2006

SIE

Date: 7/5/2017

Series 7

Date: 7/30/2007

Series 27

Date: 7/2/1993

Current Firm

FAS WEALTH PARTNERS, INC.

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAS WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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