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Brent Hoskins

Brent Hoskins

FOCAL POINT FINANCIAL GROUP
Prairie Village, KS 66208
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CRD#: 3261330
Brent Hoskins

Professional summary


Brent Hoskins, CFP®, who also goes by Brent Michael Hoskins, is a registered financial advisor currently at FOCAL POINT FINANCIAL GROUP located in Prairie Village, Kansas.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brent has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


What are your service offerings?
Estate Planning
Retirement Planning
Insurance Planning
Budgeting
Tax Planning
Education Planning
Employee and Employer Plan Ben...
Debt Management
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases


Brent Michael Hoskins

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) - RIA


Click below to view Brent Hoskins'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: 2008

Experience


Current

September 27, 2019 - Present

FOCAL POINT FINANCIAL GROUP

Office #1: 7301 Mission Road Suite 244a, Prairie Village, KS 66208
RIA
CRD#: 304505
Prairie Village, KS
Past

April 23, 2018 - September 30, 2019

LEXAURUM ADVISORS

RIA
CRD#: 283653
Prairie Village, KS
Past

November 9, 2017 - March 20, 2018

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

RIA
CRD#: 290043
Leawood, KS
Past

February 18, 2010 - December 31, 2012

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
LEAWOOD, KS
Past

February 17, 2010 - December 31, 2012

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA
CRD#: 121974
LEAWOOD, KS
Past

February 17, 2010 - March 20, 2018

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
LEAWOOD, KS
Past

March 6, 2009 - February 1, 2010

SOUND STEWARDSHIP, LLC

RIA
CRD#: 129755
OVERLAND PARK, KS
Past

May 11, 2007 - February 18, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OVERLAND PARK, KS
Past

March 28, 2007 - February 18, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OVERLAND PARK, KS
Past

October 13, 2004 - February 23, 2007

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA
CRD#: 121974
KANSAS CITY, MO
Past

April 12, 2004 - February 23, 2007

AMERICAN CENTURY BROKERAGE, INC.

BD
CRD#: 42846
LEAWOOD, KS
Past

November 16, 1999 - February 23, 2007

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
LEAWOOD, KS

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
(9/27/2019)
IAR
Missouri
(4/18/2022)
IAR
Texas
(5/15/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FOCAL POINT FINANCIAL GROUP
FOCAL POINT FINANCIAL GROUP
FOCAL POINT FINANCIAL GROUP | FOCAL POINT FINANCIAL GROUP, LLC

CRD#: 304505 / SEC#:

Kansas
Registered Investment Advisory firm - (9/27/2019 Approved)
Missouri
Registered Investment Advisory firm - (4/18/2022 Approved)
Texas
Registered Investment Advisory firm - (5/6/2022 Conditional Restricted)
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Contact information


Main Address
7301 Mission Road Suite 244a, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 585-0365
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts70
AUM (Assets Under Management)$ 8,796,647

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.

Company Information


FOCAL POINT FINANCIAL GROUP

FOCAL POINT FINANCIAL GROUP

CRD#: 304505Prairie Village, KS 66208

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