Joshua J. Britton

FINANCIAL PARTNERS GROUP

Overland Park, KS 66210

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CRD#: 4731865

Professional summary

Joshua John Britton is a registered financial advisor currently at FINANCIAL PARTNERS GROUP, INC. located in Overland Park, Kansas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joshua has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua John Britton's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 29, 2017 - Present

FINANCIAL PARTNERS GROUP, INC.

Office #1: 10925 Antioch Road Suite 100, Overland Park, KS 66210

RIA

CRD#: 288644

Overland Park, KS

Past

December 3, 2014 - September 26, 2017

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".

FINANCIAL PARTNERS GROUP, INC.

ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644 / SEC#: 801-111662

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

North Carolina

Registered Investment Advisory firm - (12/22/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/29/2017)

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: 4/17/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/13/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/8/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL PARTNERS GROUP, INC.

ARNONE FINANCIAL, LLC | FINANCIAL PARTNERS GROUP, INC.

CRD#: 288644 / SEC#: 801-111662

RIA

Registered Investment Advisory firm - (9/8/2017 Approved)

North Carolina

Registered Investment Advisory firm - (12/22/2023 Terminated)

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Contact information

Main Address

10925 Antioch Road Suite 100, Overland Park, KS 66210

Mailing Address

Phone number

(913) 826-6982

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/16/2025)

Regulatory assets under management

Total Number of Accounts	3,379
AUM (Assets Under Management)	$ 973,306,348

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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Advisor Monitoring

Firm Stability Insights

Joshua J. Britton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua John Britton's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PARTNERS GROUP, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FISHER INVESTMENTS

FINANCIAL ENGINES ADVISOR CENTER, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

FINANCIAL PARTNERS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/17/2015

Series 65

Date: 1/13/2004

SIE

Date: 9/26/2017

Series 7

Date: 12/3/2014

Series 6

Date: 12/8/2003

Current Firm

FINANCIAL PARTNERS GROUP, INC.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PARTNERS GROUP, INC.

TRUST BUT VERIFY

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