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JW

James S. Werner

SNIDER TALBOT FINANCIAL PLANNING
Liberty, MO 64068-2319
Some features on this profile are disabled
CRD#: 6332571
JW

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2014
Uniform Investment Adviser Law Examination

Current Firm

ST
SNIDER TALBOT FINANCIAL PLANNING LLC
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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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts159
AUM (Assets Under Management)$ 52,245,377

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

SNIDER TALBOT FINANCIAL PLANNING LLC

CRD#: 144026Liberty, MO 64068-2319

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