Vsr Financial Services, Inc. (Overland Park)

Name: Vsr Financial Services, Inc.
Address: 8620 W. 110 Th Street, Overland Park, KS, 66210
Telephone: 913-498-2900

Vsr Financial Services, Inc. is a large advisory firm based in Overland Park. It manages $3.1 billion of regulatory assets for 16,944 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Vsr Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars and workshops. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vsr Financial Services: assets under management

The assets under management (AUM) of Vsr Financial Services, Inc. is $3.1 billion. The firm's AUM has grown by 290% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.3 billion in discretionary accounts and $804.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $144.07 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vsr Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Vsr Financial Services, Inc.

Nina Schloesser Mckenna has been acting as President since 1 Jan 2016. Peter Wellington Hughes has served as the Chief Investment Officer since 1 Jan 2016 and James Michael Stanfield is the Chief Executive Officer of Vsr Financial Services, Inc. family office. Jon Michael Stanfield joined the executive team most recently as the President, Bd Cco And Ria Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Joseph Beary	Executive vice president chairman of the board	1 Mar 1985	Other	15818
James Edward Ramel	Shareholder	1 Oct 1988	Other	1404671
James Michael Stanfield	President, chief executive officer	1 Feb 1991	Other	433482
Jack Michael Dryton	General counsel	1 Apr 1993	Other	2722655
Charles Kendall Spencer	Shareholder	1 Jan 1996	Other	431800
Patrick Earl Egan	Crop, srop	1 Jan 1996	Other	724199
Eileen M Quint	Chief financial officer, executive vice president, treasurer	1 Oct 2001	Other	4114144
Stephen Adrian Russell	Executive vice president	1 Oct 2001	Other	1776109
Eileen Marie Maloney	Chief financial officer	1 Oct 2001	Other	4114144
Maureen Caresse Regnery	Senior vice president - the masters	1 Jan 2003	Other	2153470
Vsr Group Inc	Parent corporation	1 Jun 2003	75% - 100%	48-1192052
Kennard R George	Vice president	1 Jun 2004	Other	818810
Stephen Adrian Russell	Exec. vp, secretary	1 Jun 2005	Other	1776109
Jon Michael Stanfield	Corporate counsel, secretary, co-president	1 Jul 2005	Other	4955169
Maureen Caresse Mcanarney	Chief operations officer, co-president	1 Oct 2005	Other	2153470
James Edward Ramel	(shareholder)	1 Dec 2005	Other	xxx-xx-xxxx
Mark Joseph Donaldson	Chief compliance officer	1 Feb 2006	Other	2346627
Deborah Stanfield Rev. Living Trust	(shareholder)	1 May 2006	Other	48-8527417
Trustees Deborah M. Stanfield And James M. Stanfield Deborah Stanfield Rev. Living Trust	(shareholder), trustees deborah m. stanfield and james m. stanfield	1 May 2006	Other	48-8527417
Deborah M Stanfield	Trustee-deborah m stanfield living trust	1 May 2006	Other	5489862
Jacob Robert Quint	Crop, srop	1 Nov 2006	Other	2073949
Charles Kendall Spencer	(shareholder)	1 Dec 2006	Other	431800
Christopher Blake Radford	President	1 Jun 2007	Other	1564302
Frederick John Iii Vetter	Chief compliance officer	1 Aug 2008	Other	2155203
Susan Denise Vargason	Vice president, operations	1 Oct 2008	Other	2445392
James Michael Stanfield	Chief investment officer	1 Jul 2009	Other	433482
Christopher Blake Radford	Ceo, president	1 Jul 2009	Other	1564302
Stephen Ralph Roberts	Chief compliance officer, vice president	1 Jun 2010	Other	4598301
James Michael Stanfield	Chief executive officer	1 Oct 2010	Other	433482
Richard William Holt	Vice president, advisory services	1 Jul 2012	Other	2778485
Christopher Alex Cokinis	Chief compliance officer	1 Dec 2013	Other	1527389
Llc Vsr Group	Parent corporation	1 Mar 2015	75% - 100%	47-1520470
Peter Wellington Hughes	Chief financial officer	1 Dec 2015	Other	4216340
Susan Denise Vargason	Vice president, supervision	1 Jan 2016	Other	2445392
Santiago Avila Bretado	Chief financial officer	1 Jan 2016	Other	1945627
Christian Phillip Ginolfi	Ria chief compliance officer	1 Jan 2016	Other	4203018
Nina Schloesser Mckenna	Director	1 Jan 2016	Other	6302448
Mason L Allen	Director	1 Jan 2016	Other	6616843
Frederick Gordon Fram	Chief compliance officer	1 Jan 2016	Other	1701062
Peter Wellington Hughes	Chief investment officer	1 Jan 2016	Other	4216340
Jon Michael Stanfield	President, cco	1 Mar 2016	Other	4955169
Susan Denise Vargason	Vice president, compliance	1 Jul 2016	Other	2445392
Brett Lamar Harrison	Director	1 Jul 2016	Other	4032238
Adam Nicholas Antoniades	Director	1 Jul 2016	Other	2261744
Chatten Walker Scruggs	Senior vice president and chief technology officer	1 Jul 2016	Other	2739132
Jeffrey Neal Eisenhauer	Vice president and trade desk director	1 Jul 2016	Other	2345135
Stanley Robert Smiley	Vice president	1 Jul 2016	Other	3004604
Gregory Alan Olson	Secretary	1 Jul 2016	Other	2692482
Jon Michael Stanfield	President, bd cco and ria cco	1 Aug 2016	Other	4955169

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Donald Joseph Beary	Shareholder	1 Oct 2005	25% - 50%	15818
Donald Joseph Beary	Shareholder	1 May 2006	25% - 50%	15818
Rcs Capital Corporation	100% owner	1 Mar 2015	75% - 100%	38-3894716
Llc Rcs Capital Holdings	100% owner	1 Mar 2015	75% - 100%	46-4779238
Inc. Aretec Group	Sole member	1 Mar 2015	75% - 100%	38-3894716

Based in Overland Park

The principal office where Vsr Financial Services, Inc. performs its advisory services is located at 8620 W. 110 Th Street, Overland Park, KS 66210, which is also the mailing address of the firm. An additional office of the firm is in Des Moines, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-498-2900 or by fax 913-498-2901. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at gilbertcook.com.