John Edgar
John Edgar is a registered investment advisor at Financial Benefits, INC, based in Wichita, KS, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Benefits, Inc. does not directly manage investments. Investment management services are provided through an affiliation with Cambridge Investment Research Advisors, Inc. Please refer to Cambridge Investment Research Advisors, Inc.'s brochure for information on their investment management fees.
Location
3500 N. Rock Road, Bldg 300, Wichita, KS, 67226
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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
John is a board member volunteer for YMCA Child Care and Camp, dedicating minimal time. He also works as an insurance agent and is associated with Finnacial Benefits, Inc. as an RIA. Finally, he works as an advisory rep of an RIA, dedicating full-time hours.
Employment History
Current Registrations
Financial Benefits, INC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Guidance Financial Consultants, INC.
Girard Securities, INC.
Girard Securities, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
First Investors CorporationBroker
State Registrations5 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.