Advisor at S&A Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Scott City, KS 67871
Credentials
Series 65
Industry experience
3 years
Grant Huck is a financial advisor at S&A Financial Services, Inc. with a Series 65 designation and three years of industry experience. He previously worked at Landmark National Bank and Western State Bank, each for four years. S&A Financial Services provides investment advisory, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines fundamental and technical analysis in managing portfolios with discretionary authority and offers tailored financial planning on various topics including retirement, tax, education, and estate considerations.
Based on S&A Financial Services, Inc.
Based on S&A Financial Services, Inc.
Fixed fees for ongoing financial planning services (negotiable, billed quarterly in arrears)
$0 - $500,000: 0.30% quarterly $500,001 - $1,000,000: 0.25% quarterly $1,000,001+: 0.22% quarterly
$150 per hour for project-oriented financial planning services (negotiable)
Account minimum: $100,000 (may be waived) Fee-only: Fixed fees for ongoing financial planning services (negotiable, billed quarterly in arrears); hourly fees for project-based financial planning services at $150/hour (negotiable)
411 S. Main Street
Scott City, KS 67871
Kansas
S&A Financial Services, Inc.
2022 - Present (4 years)
Landmark National Bank
2018 - 2022 (4 years)
Western State Bank
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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