Edward Colburn
Edward Colburn is a registered investment advisor at First American Financial Advisors, INC., based in Overland Park, KS, with 34 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 11 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated, but will not exceed 3% of the account value.
Fee Estimator
Location
6025 Metcalf Lane, Overland Park, KS, 66202
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2013Customer Dispute
October 2012Regulatory
June 2008Employment Separation After Allegations
August 2006Other Business Activities
Edward is the trustee of the Pentz Family Trust, managing and protecting the trust according to the trustor's wishes, dedicating minimal time. He also established Colburn Financial Group, LLC as an S Corp for receiving securities commission income and paying business expenses related to his work as a registered representative and financial advisor.
Employment History
Current Registrations
First American Financial Advisors, INC.
Great American Investors, INC.Broker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Ids Marketing CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.