President and Chief Compliance Officer · Sonas Financial Group, Inc.
James D Meysenburg
CRD 2766806 · Named on Form ADV at one SEC-registered adviser
At a glance
Sonas Financial Group, Inc., an SEC-registered wealth manager based in Kansas City, MO with $150 million in regulatory assets, lists James D Meysenburg on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Sonas Financial Group, Inc.President and Chief Compliance OfficerWealth manager · Kansas City, MO · $150M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.