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James Lawrence Zenk

Advisor at Mission Financial Planning, Inc. — Mission, KS

Updated today

Credentials

CFP®, Series 65, Series 66

Experience

3 years

Location

Mission, KS 66205

Mission Financial Planning, Inc. logo

Mission Financial Planning, Inc.

Supported

Total advisors

3

Across 2 offices

Clients per advisor

39 Typical

Avg AUM per client

$0 Very Low

HNW client ratio

65% Very High

About

James Zenk is a financial advisor at Mission Financial Planning, Inc. with three years of industry experience. He holds the CFP® designation and Series 65 and Series 66 licenses. Prior to joining Mission Financial Planning, he worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. Outside of financial advising, he serves as president of Trident CPA Services, LLC, which focuses on business and tax planning, and is involved as a board member and treasurer with several charitable organizations. Mission Financial Planning, Inc. serves individual and small-business clients, including business owners and plan sponsors, offering comprehensive financial planning, pension consulting, Social Security strategy, and estate planning support. The firm operates on a fee-only, advice-only basis, providing personalized guidance and monitoring investments on a non-discretionary, consultative basis without managing assets directly.

Client services

Based on Mission Financial Planning, Inc.

Financial planning Pension consulting
Limited assistance with financial accounting or reporting

Expertise

Based on Mission Financial Planning, Inc.

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting General estate planning guidance

Occupation focus

Based on Mission Financial Planning, Inc.

Founder/Business Owner Dentist

Demographic focus

Based on Mission Financial Planning, Inc.

Mid-Career Professionals

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Fee options

Fixed

Social Security strategy assistance $300 fixed fee; Retirement Withdrawal Strategy assistance $500 fixed fee.

Project-based

Additional time beyond annual fee billed at $270 per hour; small-scope projects and second opinions billed hourly at $270 per hour; bookkeeping assistance $85/hour.

Other

Minimum fee: Annual fees of $6,500 for business owners and $5,200 for individuals for financial planning services; Pension consulting fees range from $250 to $2,000 annually. Fee-only: Financial planning services charged as fixed annual fees ($6,500 for business owners, $5,200 for individuals); pension consulting fees negotiated independently, ranging $250 to $2,000 annually; additional hourly fees for time beyond scope at $270/hour; small project hourly fees at $270/hour; Social Security strategy fixed fee $300; Retirement Withdrawal Strategy fixed fee $500; bookkeeping assistance $85/hour.

Location

See office

Mission, KS

5410 W. 61st Place, Ste. 100

Mission KS 66205

Advisors at this office

2

Most active in

Kansas

Work history

3 years of industry experience

Mission Financial Planning, Inc.

2024 - Present • 2 years

Mission, KS

Trident CPA Services, LLC

2017 - Present • 9 years

Overland Park, KS

Cetera Advisors LLC

2015 - 2017 • 2 years

Denver, CO

Hinrichszenk+Pesavento LLC

2015 - 2016 • 1 year

Overland Park, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott S

CFP®, JD

Leawood, KS

Oread Wealth Partners

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Business ownership considerations General tax planning Cash flow / budgeting Business sale tax planning General retirement planning Founder/Business Owner Doctor or Medical Professional Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Established Professionals

Nick R

CFA®, Series 65

Leawood, KS

ETF Portfolio Partners, Inc.

Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

Passive / index investing

Chris K

Series 65

Overland Park, KS

RPR Financial

Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented, actively managed investment approach.

Wealth management Cross-border & expatriate issues General estate planning guidance Founder/Business Owner Self-Employed Retired
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Jordan H

Series 66

Leawood, KS

The Wealth Consulting Group

Jordan Herwig is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and three years of industry experience. His prior work includes roles at V Wealth Management LLC, LPL Financial LLC, and the University of Kansas. Outside of advisory services, he is involved as an associate in tax preparation and accounting and participates in acting for video and photography advertisements. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and advisor-enhanced algorithmic services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Andrew H

CFP®, Series 66, Series 7, CFS®

Overland Park, KS

OSAIC

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Wealth management Retirement income strategy Tax strategies for small businesses Business succession planning Inherited wealth Retired Executive Doctor or Medical Professional Engineering Professional Founder/Business Owner Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980)

Lucas F

Series 66, ChFC®, Series 7, CRPC®, CFP®

Overland Park, KS

Proper Planning

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Retirement income strategy Roth conversion strategy General retirement planning Equity compensation tax strategy Tax strategies for small businesses Founder/Business Owner
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