John T. Munz

FAS WEALTH PARTNERS

Leawood, KS 66224

Some features on this profile are disabled

CRD#: 6557708

Professional summary

John Timothy Munz, CFP® is a registered financial advisor currently at FAS WEALTH PARTNERS, INC. located in Leawood, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 4 firms and has passed the Series 63, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Timothy Munz'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 24, 2022 - Present

FAS WEALTH PARTNERS, INC.

Office #1: 4747 W 135 Street Suite 100, Leawood, KS 66224

RIA

CRD#: 109796

Leawood, KS

Past

April 22, 2022 - December 9, 2022

FAS CORP.

CRD#: 43536

LEAWOOD, KS

Past

December 15, 2021 - March 4, 2022

ASPYRE WEALTH PARTNERS

RIA

CRD#: 107212

OVERLAND PARK, KS

Past

September 5, 2017 - January 10, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DALLAS, TX

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".

FAS WEALTH PARTNERS, INC.

CRD#: 109796 / SEC#: 801-19282

RIA

Registered Investment Advisory firm - (7/21/1983 Approved)

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
(3/24/2022)

IAR

Texas
(1/22/2024)

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: 4/24/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/2017

General Securities Representative Examination

Current Firm

FAS WEALTH PARTNERS, INC.

CRD#: 109796 / SEC#: 801-19282

RIA

Registered Investment Advisory firm - (7/21/1983 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4747 W 135 Street Suite 100, Leawood, KS 66224

Mailing Address

Phone number

(913) 239-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAS FORM ADV PART 2A BROCHURE 20230331 (2/25/2026)

Regulatory assets under management

Total Number of Accounts	5,110
AUM (Assets Under Management)	$ 3,776,012,822

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/01/2025	Cover Page	Report
01/31/2024	Cover Page	Report

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.

Similar Advisors

Lawrence Jones

FRANKLIN DISTRIBUTORS, LLC

SAN MATEO, CA

John Valencia

LPL FINANCIAL LLC

IAR

RUSKIN, FL

Robert Johnson

CETERA INVESTMENT ADVISERS LLC

IAR

MUSKEGON, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John T. Munz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Timothy Munz's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAS WEALTH PARTNERS, INC.

FAS CORP.

ASPYRE WEALTH PARTNERS

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

FAS WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/24/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2017

Current Firm

FAS WEALTH PARTNERS, INC.

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAS WEALTH PARTNERS, INC.

TRUST BUT VERIFY

Similar Advisors