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Stewart Solomon Koesten

KOESTEN HIRSCHMANN & CRABTREE, INC.·OVERLAND PARK, Kansas
Series 7, Series 24, Series 31, Series 51, Series 63, Series 65Clean record29 years registeredKOESTEN HIRSCHMANN & CRABTREE, INC.
10000 COLLEGE BLVD., SUITE 260, OVERLAND PARK, KS 66210CRD# 815552Firm CRD# 107212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stewart Solomon Koesten · OVERLAND PARK, KS
Registration
CRD #815552 · KOESTEN HIRSCHMANN & CRABTREE, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

Jan 1997present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 31
Series 51
Series 63
Series 65
Registration record
First registered · January 31, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212 · SEC 801-57971
AUM
$535M
Regulatory assets under management
Employees
14
1,295 client accounts
Services offered by KOESTEN HIRSCHMANN & CRABTREE, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Stewart Solomon Koesten offer?
Stewart Solomon Koesten specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Stewart Solomon Koesten's credentials?
Stewart Solomon Koesten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart Solomon Koesten located?
Stewart Solomon Koesten is based in OVERLAND PARK, Kansas, working with KOESTEN HIRSCHMANN & CRABTREE, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Stewart Solomon Koesten charge for services?
Stewart Solomon Koesten's firm is compensated through percentage of aum, hourly charges, subscription fees, other: net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOESTEN HIRSCHMANN & CRABTREE, INC.?
KOESTEN HIRSCHMANN & CRABTREE, INC. has approximately 14 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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