Jim Meysenburg

Jim Meysenburg is the founder and President of Sonas Financial Group, Inc., a boutique registered investment advisory firm he established in 2002 in Kansas City, Missouri. He holds both the CPA and CFP® (Certified Financial Planner) designations and is a 1992 graduate of Rockhurst University, where he earned a Bachelor of Science in Accounting. He began his career in the tax practice of Ernst & Young, LLP, and subsequently spent roughly six years in personal financial planning roles associated with Neill & Associates and BKD Wealth Advisors before launching his own firm.

At Sonas, Meysenburg focuses on personal financial planning, portfolio management for high-net-worth individuals and families, and advising clients on income-tax and estate-planning matters. The firm provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, private foundations, and nonprofits, and reportedly manages on the order of $150 million in client assets. He is registered as an investment adviser representative (IAPD/CRD #2766806).

Personally, Jim is married, lives in Kansas City with his wife and four children, and volunteers as a youth soccer coach in the Brookside Soccer League; his interests include running and soccer.

Important note on the "angel investor" classification: The source stub labels Jim Meysenburg as an "Angel Investor" focused on "Seed Round" deals. Extensive public research did not surface any evidence that he makes personal angel or seed-stage startup investments. All verifiable records describe him as a financial advisor and RIA firm founder who manages diversified investment portfolios for wealth-management clients. Nothing below in "Notable Investments" or "Investment Thesis" could be substantiated, and those categories should be treated as unverified.

• No publicly stated startup/angel investment thesis could be found for Jim Meysenburg.
• His documented professional activity is discretionary and non-discretionary portfolio management for wealth-management clients, using (per firm disclosures) a combination of fundamental, technical, and quantitative analysis, sometimes via sub-advisor arrangements.
• Client focus is high-net-worth individuals and families, small businesses, trusts, estates, and nonprofits — not early-stage companies.
• If he does angel-invest privately, terms (check size, sectors, stage) are not disclosed in any public source reviewed.