Financial ADVSR advisor directory · SEC adviser records
Craft & Sage Wealth financial advisors in Missouri
Every SEC-registered investment adviser representative at a Craft & Sage Wealth office in Missouri, by city and A to Z.
7 registered advisors work at Craft & Sage Wealth in Missouri, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Kansas City (7). 3 list the CFP designation and 0 are also registered broker representatives.
Craft & Sage Wealth advisors by city in Missouri
Every firm in Missouri →Craft & Sage Wealth advisors in Missouri, A to Z
Search by name →- Nicholas R. AllenKansas City
- John T. ChristyKansas City · Certified Financial Planner
- Ernest F. CollyerKansas City · Chartered Financial Consultant
- Brian O. GloeKansas City
- Megan M. JewettKansas City · Certified Financial Planner
- Dustin L. PalmerKansas City · Certified Financial Planner
- Andrea J. WiltKansas City
Craft & Sage Wealth advisors in every state →Craft & Sage Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Craft & Sage Wealth financial advisors are in Missouri?
7 investment adviser representatives are registered at Craft & Sage Wealth offices in Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Missouri does Craft & Sage Wealth have the most advisors?
Kansas City, with 7. Craft & Sage Wealth has advisors in 1 city in Missouri.
How do I check a Craft & Sage Wealth advisor in Missouri?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Craft & Sage Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.