Unclaimed Profile

Gregory Clark Finke

STEWARDSHIP CAPITAL, LTD.·INDEPENDENCE, Missouri

Clean recordSTEWARDSHIP 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory Clark Finke is a registered financial advisor based in INDEPENDENCE, Missouri, affiliated with STEWARDSHIP CAPITAL, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STEWARDSHIP CAPITAL, LTD.

STEWARDSHIP CAPITAL

AUM

$136M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEWARDSHIP CAPITAL, LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4940666

Firm CRD# 110944

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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