FR
Frank J. Reardon
TAX FAVORED RETIREMENT
Kansas City, MO 64156
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CRD#: 6538286
FR
Professional summary
Frank Joseph Reardon is a registered financial advisor currently at TAX FAVORED RETIREMENT located in Kansas City, Missouri.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Frank 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.
CRS (Client Relationship Summary) - RIA
Click below to view Frank Joseph Reardon'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
November 9, 2021 - Present
TAX FAVORED RETIREMENT
Office #1: 8500 Ne Sam Ray Rd, Kansas City, MO 64156RIA
CRD#: 298519
Kansas City, 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(11/9/2021)
IAR
Missouri(11/9/2021)
IAR
Texas(11/10/2021)
Current Firm
TF
TAX FAVORED RETIREMENT
APS VENTURES, LLC | UPGRADEYOURANNUITY | TAX FAVORED RETIREMENT
CRD#: 298519 / SEC#:
Kansas
Registered Investment Advisory firm - (9/27/2018 Approved)Missouri
Registered Investment Advisory firm - (9/27/2018 Approved)Texas
Registered Investment Advisory firm - (12/16/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8500 Ne Sam Ray Rd, Kansas City, MO 64156
Mailing Address
Phone number
(816) 534-8615
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 337 |
| AUM (Assets Under Management) | $ 30,833,788 |
Red Flags
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