CRD: 118360
Pioneer Financial Advisors
$31.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Timber meridianFusion
- Established Date
- 05-20-1997
- Office Locations
- 1
Office Locations
5000 W. 95th Street, Suite 102 Praire Village KS
About Pioneer Financial Advisors
Pioneer Financial Advisors is a Kansas City area CFP-led practice providing investment planning and broader financial planning for individuals, retirees, and business owners. Portfolios lean heavily on ETFs and public funds, using an asset-allocation and risk-management approach. The firm also prioritizes investor education through frequent local classes and talks.
Team overview
-- AVG AGE
$31.6M AVG AUM / ADVISOR
$479.4K AVG AUM / CLIENT
29 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Timber
Client Personas
Wave Value peak
Custodian
Focus crest Vector crest Zenith unison Crest fusion Meridian Bridge
Investment Themes
Oak Value Pioneer
Investment Vehicles
Harbor
Platform
Radial
Services
Catalyst Optima Foundation Focus value Unison summit Crest Vertex summit Radial Pioneer focus Glacier wave
Technology
Frontier prime Timber
Owner & Executives
J
JAMES WALLACE KINYON
Consultant, President
- CRD
- #2327769
- Ownership
- 75% or more
(385) 817-4269
legacy.fusion@insightcapital.com
in linkedin.com/in/fusion-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,642,548 | -- |
| Total | $31,642,548 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,642,548
Equity - Exchange:
25.2% Public Funds:
12.7% Corporate - Investment Grade:
49.5% Corporate - Non-Investment Grade:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $613,228,928 | 25.2% |
| Public Funds | $309,047,912 | 12.7% |
| Corporate - Investment Grade | $1,204,556,822 | 49.5% |
| Corporate - Non-Investment Grade | $306,614,463 | 12.6% |
| Total | $2,433,448,125 | 100.0% |