James S. Werner

SNIDER TALBOT FINANCIAL PLANNING LLC

Liberty, MO 64068-2319

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CRD#: 6332571

Professional summary

James Stephen Werner, CFP® is a registered financial advisor currently at SNIDER TALBOT FINANCIAL PLANNING LLC located in Liberty, Missouri.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 1 firm and has passed the Series 65 exam.

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.

RENTAL PROPERTY OWNER/MANAGER THE RENTAL PROPERTY IS LOCATED AT 604 EAST STREET IN PARKVILLE, MO 64152. I OWN THIS PROPERTY, AND MANAGE IT FROM MY HOME AT 5513 N. WOODHAVEN, PARKVILLE, MO 64152. THE PROPERTY IS A TOP-AND-BOTTOM DUPLEX WHICH TYPICALLY RENTS TO COLLEGE STUDENTS AT PARK UNIVERSITY. I HOLD THIS PROPERTY FOR INVESTMENT PURPOSES, ALTHOUGH IT DOES GENERATE INCOME. I HAVE OWNED THIS PROPERTY SINCE APRIL 11, 2011. THIS IS A PASSIVE INVESTMENT SINCE I PAY A MANAGEMENT COMPANY TO HANDLE ALL ASPECTS OF THE RENTAL BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Stephen Werner'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^®

Certified Financial Planner

Experience

Current

May 5, 2014 - Present

SNIDER TALBOT FINANCIAL PLANNING LLC

Office #1: 12 West Kansas Street Suite D, Liberty, MO 64068-2319

RIA

CRD#: 144026

Liberty, MO

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
(5/5/2014)

IAR

Missouri
(5/5/2014)

IAR

Texas
(2/18/2021)

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

IAR

Series 65

Date: 4/2/2014

Uniform Investment Adviser Law Examination

Current Firm

SNIDER TALBOT FINANCIAL PLANNING LLC

CRD#: 144026 / SEC#:

Kansas

Registered Investment Advisory firm - (4/18/2013 Approved)

Missouri

Registered Investment Advisory firm - (12/5/2007 Approved)

Texas

Registered Investment Advisory firm - (2/15/2021 Conditional Restricted)

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Contact information

Main Address

12 West Kansas Street Suite D, Liberty, MO 64068-2319

Mailing Address

Phone number

(816) 223-4149

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	159
AUM (Assets Under Management)	$ 52,245,377

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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James S. Werner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Stephen Werner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SNIDER TALBOT FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2014

Current Firm

SNIDER TALBOT FINANCIAL PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SNIDER TALBOT FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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