Overland Park, KS Office
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First American Financial Advisors, Inc.
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Firm-wide stats for First American Financial Advisors, Inc.
About
First American Financial Advisors provides discretionary portfolio management and periodic financial planning and consulting to individuals, high-net-worth clients, trusts, estates, corporations and retirement accounts. Like many investment-advisory teams, the firm primarily charges asset-based fees and manages portfolios across stocks, bonds and mutual funds.
The firm employs both technical and fundamental analysis and generally accepts full discretionary authority to select and trade securities, with accounts reviewed at least annually for concentration, suitability and performance. Advisers are required to be registered with an affiliated broker-dealer, and advisory assets are custodied through an established clearing firm while some transactional business is executed through the affiliated broker-dealer.
Noteworthy aspects include a governance structure centered on a single supervisory principal who oversees both the adviser and its broker-dealer affiliate, and a client roster concentrated in a relatively small number of accounts with modest total assets under management. The brochure discloses regulatory and arbitration matters involving the affiliated broker-dealer rather than the adviser itself, and the affiliation creates arrangements for mutual fund distribution/service fees to be paid to the broker-dealer and shared with advisers in certain cases.
Expertise
Location
6025 Metcalf Lane
Overland Park KS 66202
Advisors at this office
2
Advisors at this office
Edward C
Series 63, Series 65
Overland Park, KS
First American Financial Advisors, Inc.
Edward Colburn Jr. is a financial advisor with First American Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior work includes roles at Great American Investors, Inc., A. G. Edwards & Sons, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. He serves as a trustee and executor for multiple estates, overseeing trust and estate management duties. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis, generally accepts full discretionary authority for securities trading, and maintains a governance structure with a single supervisory principal overseeing advisor and broker-dealer activities.
Von H
Series 63, Series 65
Overland Park, KS
First American Financial Advisors, Inc.
Von Hampton is a financial advisor at First American Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Great American Investors, Inc. since 2014 and at Hampton & Hampton PA, Inc. since 1990, where he is president. Beyond financial advising, he is involved in public accounting as president of Hampton & Hampton PA, Inc. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts, employing both technical and fundamental analysis with a focus on stocks, bonds, and mutual funds. The firm operates under a governance structure with a single supervisory principal and manages a relatively small number of accounts.
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