This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-08-2017
- Office Locations
- 1
Office Locations
About Financial Partners Group, Inc.
Financial Partners Group is a Kansas-based advisory firm helping individuals and families align diversified investment portfolios to retirement and long-term goals. The team emphasizes goals-based planning and portfolio construction to prepare for changing markets and life events. The practice operates on major custodians including Schwab and Fidelity and commonly uses planning/portfolio tech such as eMoney and Orion.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES CURTIS CLAIBORNE
Managing Partner, President
- CRD
- #2074636
- Ownership
- 50% but less than 75%
TIMOTHY JOHN MCDERMOTT
Chief Financial Officer, Managing Partner
- CRD
- #3140950
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
Unlock allContacts
CHRISTIAN DANIEL DUNKER
Wealth Manager
- CRD
- #6528525
SAMUEL RICHARD MELLINGER
--
- CRD
- #4026218
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,123,073,828 | $313,445 |
| Non-Discretionary | $22,517,547 | $5,629,387 |
| Total | $1,145,591,375 | $319,373 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing