Jeffery Belzeski
Jeffery Belzeski is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Leawood, KS, with 15 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
4000 West 114th Street, Suite 140, Leawood, KS, 66211
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Regulatory History (1)
Financial
March 2017Other Business ActivitiesSells Insurance
Jeffery works as an agent at 1847Financial, an insurance brokerage, selling and servicing insurance products including Penn Mutual Life products, dedicating about half of his time. He is also a partner at Total Financial Partners, a life insurance brokerage, dedicating about 10-20% of his time to life insurance sales and financial advisory work.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
MML Investors Services, LLCBroker
New England SecuritiesBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 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.