Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,316 clients
Average Client Portfolio
$413K average
Assets Under Management
$956.1M

Fee Structure

Minimum Investment:$25K
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Location

4000 W. 6th St., B, #148, Lawrence, KS, 66049

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brenda owns rental property for her daughter. This activity is not investment-related.

Employment History
Current Registrations
First Affirmative Financial Network LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Walnut Street Advisers INC
March 2006 - March 2006 · 0 mos
Walnut Street Securities, INC.
March 2006 - March 2006 · 0 mos
Wheatland Financial Services, LLC
March 2006 - January 2013 · 6 yrs 10 mos
First Affirmative Financial Network LLC
August 1999 - January 2005 · 5 yrs 5 mos
Walnut Street Advisers INC
December 1995 - March 2006 · 10 yrs 3 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.