James Kinyon
James Kinyon is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Praire Village, KS, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5000 W. 95th Street, Suite 102, Praire Village, KS, 66207
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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 ActivitiesSells Insurance
James is a principal at Pioneer Financial Advisors, an RIA, dedicating about a quarter of his time to this role. He is also an agent appointed with multiple insurance carriers, selling life, annuities, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Pioneer Financial Advisors
Previous Registrations
Triad Advisors LLCBroker
Oak Brook Securities CORP.Broker
Fsc Securities CorporationBroker
Vsr Financial Services, INC.Broker
Cigna Financial Advisors,inc.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.