James Kasper is a registered investment advisor at Lsa Tpm, LLC, based in Lee'S Summit, MO, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 17 clients with $18M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
211A NW Executive Way, Lee'S Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved with Financial Security-NO, spending about a quarter of his time on portfolio fund analysis. He also works full-time for LSA Portfolio Analytics, LLC, a subscription-based service, as a salaried employee.
Employment History
Current Registrations
Lsa Tpm, LLC
Previous Registrations
Silver Oak Securities, INC.
State Registrations1 state
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