Unclaimed Profile

Gregory Clark Finke

STEWARDSHIP CAPITAL, LTD.·INDEPENDENCE, Missouri

SIE, Series 7, Series 63, Series 65CFPClean record20 years registeredSTEWARDSHIP CAPITAL, LTD.

4200 LITTLE BLUE PARKWAY, INDEPENDENCE, MO 64057CRD# 4940666Firm CRD# 110944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Clark Finke · INDEPENDENCE, MO

Registration

CRD #4940666 · STEWARDSHIP CAPITAL, LTD. · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Apr 2024 – Jul 2024

LEES SUMMIT, MO

CHARLES SCHWAB & CO., INC.

Jan 2022 – Jan 2024

Leawood, KS

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

May 2020 – Sep 2023

Leawood, KS

TD AMERITRADE, INC.

May 2020 – Oct 2022

Leawood, KS

MML INVESTORS SERVICES, LLC

Feb 2018 – Jul 2019

Independence, MO

STEWARDSHIP CAPITAL

Sep 2005 – Sep 2017

INDEPENDENCE, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 2, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARDSHIP CAPITAL, LTD.

CRD 110944 · SEC 801-130645

AUM

$136M

Regulatory assets under management

Employees

846 client accounts

Services offered by STEWARDSHIP CAPITAL, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STEWARDSHIP CAPITAL, LTD. →

Introduction

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Frequently Asked Questions

What services does Gregory Clark Finke offer?

Gregory Clark Finke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Missouri for a consultation.

What are Gregory Clark Finke's credentials?

Gregory Clark Finke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Clark Finke located?

Gregory Clark Finke is based in INDEPENDENCE, Missouri, working with STEWARDSHIP CAPITAL, LTD.. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Gregory Clark Finke charge for services?

Gregory Clark Finke's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARDSHIP CAPITAL, LTD.?

STEWARDSHIP CAPITAL, LTD. has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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