Financial ADVSR advisor directory · SEC adviser records
Craft & Sage Wealth financial advisors in Kansas City, MO
Every SEC-registered investment adviser representative at a Craft & Sage Wealth office in Kansas City, A to Z.
The short answer
7 registered advisors work at Craft & Sage Wealth in Kansas City, out of 7 at the firm nationwide; it ranks number 19 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Craft & Sage Wealth advisors in Kansas City, A to Z
Every Craft & Sage Wealth advisor →- Nicholas R. AllenInvestment adviser rep
- John T. ChristyCertified Financial Planner
- Ernest F. CollyerChartered Financial Consultant
- Brian O. GloeInvestment adviser rep
- Megan M. JewettCertified Financial Planner
- Dustin L. PalmerCertified Financial Planner
- Andrea J. WiltInvestment adviser rep
Craft & Sage Wealth advisors in every city and state →Craft & Sage Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Kansas City
All Kansas City advisors →Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9
Questions
How many financial advisors does Craft & Sage Wealth have in Kansas City?
7 investment adviser representatives are registered at Craft & Sage Wealth offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Craft & Sage Wealth one of the largest advisor employers in Kansas City?
Craft & Sage Wealth ranks number 19 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.
How do I check a Craft & Sage Wealth advisor in Kansas City?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.