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Featured Business Financial Advisor in Wichita, KS
Wichita Financial Advisors
Financial Benefits, Inc
3500 North Rock Road, Bulding 300 A
Wichita, KS 67226
(316) 315-0147
Advisor Profile
Name:  Richard Stumpf, CFP®
Phone Number:  (316) 315-0147
Website:  Visit Website

About Financial Benefits, Inc

Richard is a Certified Financial Planner practitioner and Certified Employee Benefits Specialist, practicing financial planning since 1986. Richard is also an Accredited Investment Fiduciary. The firm provides comprehensive personal and business financial planning for owners and executives of companies, and employee health and retirement benefits for employees. Our main focus is retirement planning for both individuals and companies. Our investment style is called Risk Managed Investing. We manage for risk first, and return second.
 

General Information

Gender:    Male
CRD#:    1454350
Firm CRD#:    39543
Name of Broker/Dealer:    Cambridge Investment Research, Inc
States Licensed in:    KS, MO, OK, TX
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    23
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
 

Education

Academic Background
 
MBA
 

Services

Investment Types:    Annuities, Bonds, Mutual Funds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, At your home, At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF), Certified Employee Benefits Specialist(CEBS)
Securities Licenses:    Series 7, Series 24, Series 63, Series 65
Insurance and Annuity Licenses:    Disability, Property, Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Wichita Estate Planning Council
Central Kansas Planned Giving RoundTable
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Commissions, Flat Fee, Hourly
 
 
 
Prepared By: Richard Stumpf, CFP®

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