S&A FINANCIAL SERVICES, INC.

CRD #110471 SEC #801-57170 OVERLAND PARK, KS 913-362-2712

SEC Registered

Total AUM

$321.7M

Discretionary

$296M

Employees

Clients

101

Accounts

1,448

Firm Details

Organization Type: Corporation
State of Formation: Kansas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 17, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
REID, JENNIFER, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEPARD, GREGORY, CURTIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEPARD, GREGORY, CURTIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEPARD, GREGORY, CURTIS	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT/CCO	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, FRANK, CURTIS	I	PRESIDENT	E	Control
SHEPARD, DEBBIE, JEAN	I	VICE PRESIDENT	D
SHEPARD, DEBBIE, JEAN	I	VICE PRESIDENT	D
SHEPARD, DEBBIE, JEAN	I	VICE PRESIDENT	D
SHEPARD, DEBBIE, JEAN	I	VICE PRESIDENT	D
SHEPARD, DEBBIE, JEAN	I	VICE PRESIDENT	D
SHEPARD, DEBBIE, JEAN	I	VICE PRESIDENT	D
SHEPARD, FRANK, CURTIS	I	CHIEF COMPLIANCE OFFICER	D	Control
SHEPARD, FRANK, CURTIS	I	CHIEF COMPLIANCE OFFICER	D	Control
SHEPARD, FRANK, CURTIS	I	CHIEF COMPLIANCE OFFICER	D	Control
SHEPARD, FRANK, CURTIS	I	CHIEF COMPLIANCE OFFICER	D	Control

Registrations

Federal

Mar 17, 2025 REGISTERED

Notice Filings (11)

AL AR AZ GA KS MO NE NH OK TX WI

Address

8655 COLLEGE BLVD., SUITE 100
OVERLAND PARK, KS 66210-1835
United States

Phone: 913-362-2712