James Meysenburg has been President and Chief Compliance Officer of Sonas Financial Group since August 2002, is a control person of the firm and directly owns 75% or more of it. James Meysenburg holds a Bachelor of Science in Accounting from Rockhurst University.
Sonas Financial Group, Inc. is a Kansas City, MO firm with $150M under management, 105 clients and 2 advisers in one office, as of its March 2026 filing.
Jim Meysenburg is founder and President of Sonas Financial Group, Inc. He founded Sonas in 2002. Meysenburg has experience managing investment portfolios for high net worth individuals and families and advises clients on income tax and estate planning. He began his career in the tax practice of Ernst & Young, LLP, then spent six years at Neill & Associates and BKD Wealth Advisors.
- Sonas Financial Group, Inc.Current– present · 24 yearsKansas City, MO · Adviser representative · Firm CRD 122547
Professional designations
Listed by Sonas Financial Group
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Meysenburg is registered as an investment adviser representative in 3 states. The first approvals date from October 2002; the most recent are Kansas and Texas, in January 2014.
- KansasSince 16 January 2014
- MissouriSince 15 October 2002
- TexasSince 16 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 9 October 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 1998 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James D Meysenburg
- CRD
- 2766806
- Firm
- Sonas Financial Group · CRD 122547
- Role
- President and Chief Compliance Officer
- Office
- BOARD OF TRADE BUILDING, 4800 MAIN STREET, SUITE 330, Kansas City, MO 64112
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sonasfinancial.com
Where does James Meysenburg work?
James Meysenburg has been President and Chief Compliance Officer of Sonas Financial Group, Inc. since August 2002, and is a control person of the firm.
Is James Meysenburg a financial advisor?
Yes. James Meysenburg has a current investment-adviser registration in Kansas, Missouri and Texas, through Sonas Financial Group since October 2002.
How many years of experience does James Meysenburg have?
James Meysenburg has 24 years in the financial industry, since October 2002, across 1 adviser firm.
What exams has James Meysenburg passed?
James Meysenburg has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in December 1998.
Where is James Meysenburg based?
James Meysenburg’s registered office is in Kansas City, MO.
Is James Meysenburg registered with FINRA?
No. James Meysenburg has no current broker registration.
Is James Meysenburg a CFP?
Sonas Financial Group lists James Meysenburg with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jim Meysenburg, CPA, CFP ® biography, sonasfinancial.com
How can I verify James Meysenburg’s record?
Search CRD 2766806 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Meysenburg’s full registration record.