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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

James Claiborne

Financial Partners Group, LLC

James Claiborne, a financial fiduciary has been a Paladin Registry member since 2007. James is the owner of Financial Partners Group, LLC. James holds the Certified Financial Consultant , Certified Fund Specialist certifications and has over 25 years of experience. James provides financial services to clients in the Overland Park, Kansas area.

I. Snapshot

A. Registry Member
  • Since 2007
B. Years of Experience
  • 25
C. College Degrees
  • University of Central Missouri - Bachelor of Science Finance
D. Certifications
  • CFC®, CFS®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highest level of professionalism, quality service, and objective advice by developing and recommending proven strategies that will help our clients achieve their financial goals. We are advocates for positive influence and change for the people we observe who are not r

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • James Claiborne
B. Main Location
  • 9990 College Blvd., Ste. 102
    Overland Park, Kansas, 66210
C. Telephone
  • 913-948-9489

III. Internet

A. Visit Website
B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • Financial Partners Group, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Cambridge Investment Research Advisors, Inc.
D. Name of Broker/Dealer
  • Cambridge Investment Research
E. Name(s) of Custodian(s)
  • Fidelity/National Financial Srvs
  • Pershing
  • Schwab

V. Credentials

A. Years of Financial Experience
  • 25 Years
B. College, Degrees, Years
  • University of Central Missouri - Bachelor of Science Finance
D. Financial Industry Associations (Active Memberships)
  • Institute of Business and Finance
  • Society of Financial Services Professionals

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • None
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 2074636
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Alaska
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Kansas
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Investment Products for Commission: See List
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Illinois
    • Kansas
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New York
    • North Carolina
    • Ohio
    • Oklahoma
    • Tennessee
    • Texas
    • Utah
    • Virginia
  • Insurance Products for Commission: See List
    • Kansas
    • Missouri
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our philosophy is to help the people we serve create and grow their personal wealth, protect and preserve their life savings and plan for the distribution of their assets. This belief system empowers our company to provide the highest level of professionalism, quality service, and objective advice by developing and recommending proven strategies that will help our clients achieve their financial goals. We are advocates for positive influence and change for the people we observe who are not r

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (mo)
  • Brokerage Statement (mo)
  • Market Environment (mo)
  • Newsletters (mo)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    We simply things. Often times financial advisers make a process seem more difficult than it really is. At FPG, we listen to your goals and concerns, develop a financial plan to help reach your goals and manage the process for you. We are partners with our clients and provide a very resourceful environment they can count on for advice for investment management, financial and estate planning as well as non-investment related areas where we have built a connected community resource network.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
  • Taft-Hartley Pension Plans
  • Public Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Investment Products (Commission)
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • James Claiborne
Most Recent Update:
  • Jun 3, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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