Jacquelyn Glenn is a registered investment advisor at Fas Wealth Partners, INC., based in Leawood, KS, with 27 years of industry experience. Jacquelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,564 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FAS Wealth Partners' fees for managing your investments are a percentage of the assets they manage, up to 1.50% per year. The exact fee can be a flat dollar amount agreed upon by both parties, charged quarterly or monthly. FAS may apply a minimum quarterly fee up to $1,250 ($5,000 annually). All fee arrangements are subject to negotiation.
Location
4747 W 135 Street, Suite 100, Leawood, KS, 66224
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jacquelyn is a delegate for the American Kennel Club, a not-for-profit organization, since 2018. This requires a few hours per week and is not investment-related.
Employment History
Current Registrations
Fas Wealth Partners, INC.
Fas CORP.Broker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Invest Financial CorporationBroker
H&r Block Financial Advisors, INC.Broker
H.D. Vest Investment ServicesBroker
Cannarsa Investments INC.Broker
State Registrations2 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.