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Financial Benefits, Inc | Financial Advisor in Wichita ,KS

Financial Benefits, Inc

3500 North Rock Road
Bulding 300 A
Wichita, KS 67226
Phone: (316) 243-9101

About

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.

25 Years of Experience


  • CRD# 1454350
  • Firm CRD# 39543
  • Series 7, 24, 63, 65

General Information
Firm Start Year:   1986
Name of Broker/Dealer:   Cambridge Investment Research, Inc
States Licensed in:   KS, MO, OK, TX
Number of Years with Current Firm:   23
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Annuities , Insurance , Exchange Traded Funds (ETFs) , Stocks , Mutual Funds , Alternative Investments , Bonds , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Accident , Casualty , Disability , Health , HMO , Life , Long Term Care , Property , Variable Annuity , Variable Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Wichita Estate Planning Council
Central Kansas Planned Giving RoundTable


Firm Information
Number of Advisors in Office:   Up to 10 employees
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:   Hourly , Flat Fee , Commissions , Based on Assets


Richard Stumpf, CFP®

Richard Stumpf, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant, CEBS, AIF

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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