Jim Friddell, CFP®
Login to view DISC.Founder at The Opus Group
📍 Platte City, Missouri, United States
Jim Friddell is a CERTIFIED FINANCIAL PLANNER™ and the founder of The Opus Group. A former Marine Corps Infantry Officer, he was inspired to enter the industry after his father received poor financial advice. He now serves executives, attorneys, and medical professionals, focusing on family-oriented wealth management.
Read the full overview →Experience
28 Years
Current Role
Founder
Job Level
Leadership
Location
Platte City, Missouri, United States
Personality Overview
How Jim shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Jim cares about
Planning-first Approach
Believes in putting comprehensive planning before investing, a principle born from seeing his father lose significant savings from poor guidance. He promises to review plans with clients regularly.
Youth Empowerment
He is passionate about preparing young people to succeed in a global economy and actively supports organizations like the Boy Scouts of America and Junior Achievement.
Career
Work history
1-2011
Founder
The Opus Group
12-2004 - 1-2011
Vice President - Investments
UBS Financial Services
8-1997 - 7-2004
Infantry Officer
United States Marine Corps
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2011 - 2012
Financial Planning for Special Needs Families
American College
2008 - 2009
Financial Planning
Kaplan University
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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