RIA Intelligence

SONAS FINANCIAL GROUP, INC.

CRD #122547 SEC #801-130755 KANSAS CITY, MO 816-753-2210
SEC Registered
Total AUM
$134.6M
Discretionary
$120.2M
Employees
3
Clients
26
Accounts
313

Firm Details

Organization Type
Corporation
State of Formation
Missouri
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MEYSENBURG, JAMES, DIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (3)

KS MO TX

Address

9229 WARD PARKWAY
SUITE 300
KANSAS CITY, MO 64114
United States
Phone: 816-753-2210