JZ
James L. Zenk
MISSION FINANCIAL PLANNING
Leawood, KS
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CRD#: 6499140
JZ
Professional summary
James Lawrence Zenk is a registered financial advisor currently at MISSION FINANCIAL PLANNING, INC. located in Leawood, Kansas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. James has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 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.
1.Trident CPA Services, LLC. Not investment related. 11750 W. 131st St. #300, Overland Park, KS 66221. President, since inception 01/2017. Approx 140 hours / month, 90% of these hours are during trading hours. Business planning and tax planning. 2. Trident Dental Transitions, LLC. Not investment related.11750 W. 131st St. #300, Overland Park, KS 66221. President, since inception 12/2023. This entity is dormant / inactive. Intended to provide practice brokering services to business owner dentists. 3. Visionnaire M&A Advisors, LLC. Not investment-related. 11750 W. 131st St. #300, Overland Park, KS 66221. President, since inception 12/2023. This entity is dormant / inactive. Intended to provide business transition advisory services to nondentist business owners. 4. ANDREW J. SOMORA FOUNDATION; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; CHARITABLE ORGANIZATION; START 12/2011; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; TREASURER/BOARD MEMBER. 5. DR. ROY J. RINEHART MEMORIAL FOUNDATION; NOT INVESTMENT RELATED; UMKC SCHOOL OF DENTISTRY, ROOM 401, 650 EAST 25TH STREET, KANSAS CITY, MO, 64108; CHARITABLE ORGANIZATION; START OCTOBER 2019; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; BOARD MEMBER. 6. TEAMSMILE; NOT INVESTMENT RELATED; 422 NW BUSINESS PARK LANE, RIVERSIDE, MO 64150; CHARITABLE ORGANIZATION; START JANUARY 2021; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; TREASURER/BOARD MEMBER.
CRS (Client Relationship Summary) - RIA
Click below to view James Lawrence Zenk'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®
NoneExperience
Current
October 9, 2024 - Present
MISSION FINANCIAL PLANNING, INC.
RIA
CRD#: 154469
Leawood, KS
Past
November 13, 2015 - January 23, 2017
CETERA ADVISORS LLC
RIA
CRD#: 10299
OVERLAND PARK, KS
Past
October 8, 2015 - January 23, 2017
CETERA ADVISORS LLC
BD
CRD#: 10299
OVERLAND PARK, 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(10/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MISSION FINANCIAL PLANNING, INC.
MISSION FINANCIAL PLANNING, INC. | WEAVER, SHARON KAY | TRIDENT PLANNING SERVICES
CRD#: 154469 / SEC#:
Florida
Registered Investment Advisory firm - (7/12/2021 Approved)Kansas
Registered Investment Advisory firm - (12/2/2011 Approved)Louisiana
Registered Investment Advisory firm - (7/29/2013 Approved)Missouri
Registered Investment Advisory firm - (10/20/2020 Approved)Nebraska
Registered Investment Advisory firm - (4/25/2023 Approved)North Carolina
Registered Investment Advisory firm - (8/1/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (12/13/2022 Approved)Texas
Registered Investment Advisory firm - (2/19/2014 Approved)Virginia
Registered Investment Advisory firm - (10/6/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5410 W. 61st Place Ste. 100, Mission, KS 66205
Mailing Address
Phone number
(913) 948-9686
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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