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
4 years
Grant Huck is a Series 65 licensed advisor with four years of industry experience. He has worked at S&A Financial Services, Inc. since 2022 and previously held roles at Landmark National Bank and Western State Bank. S&A Financial Services, Inc. provides investment advisory, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines fundamental and technical analysis with both long- and short-term trading strategies and manages all assets in-house while serving a high volume of clients.
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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