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JM

John W. Munz

FAS WEALTH PARTNERS
LEAWOOD, KS 66224
CRD#: 6557708
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JM
John Walter MunzFAS WEALTH PARTNERS

Professional summary

John Walter Munz, CFP®, who also goes by John Timothy Munz, 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

John Timothy Munz

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 Walter 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.

BD
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

BD
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".
FW
FAS WEALTH PARTNERS, INC.
FAS | WWW.FASKC.COM | HTTPS://WWW.LINKEDIN.COM/COMPANY/FINANCIAL-ADVISORY-SERVICE-INC/ | FINANCIAL ADVISORY SERVICE, INC. D/B/A MAYFLOWER CAPITAL | FINANCIAL ADVISORY SERVICE INC | FAS WEALTH PARTNERS, INC. | FAS WEALTH PARTNERS

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)

Exams

State Security Law Exam
RR
Series 63
Date: 4/24/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2017
General Securities Representative Examination

Current Firm

FW
FAS WEALTH PARTNERS, INC.
FAS | WWW.FASKC.COM | HTTPS://WWW.LINKEDIN.COM/COMPANY/FINANCIAL-ADVISORY-SERVICE-INC/ | FINANCIAL ADVISORY SERVICE, INC. D/B/A MAYFLOWER CAPITAL | FINANCIAL ADVISORY SERVICE INC | FAS WEALTH PARTNERS, INC. | FAS WEALTH PARTNERS

CRD#: 109796 / SEC#: 801-19282

RIA
Registered Investment Advisory firm - (7/21/1983 Approved)
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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
33

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 Accounts5,110
AUM (Assets Under Management)$ 3,776,012,822

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

FAS WEALTH PARTNERS, INC.

CRD#: 109796Leawood, KS 66224

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