Unclaimed Profile

Dail Brown Blake

COUNTRY CLUB FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri

SIE, Series 7, Series 63, Series 6523 years registeredCOUNTRY CLUB FINANCIAL SERVICES, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 2693031Firm CRD# 29807

Profile Verification

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

Identity

Dail Brown Blake · KANSAS CITY, MO

Registration

CRD #2693031 · COUNTRY CLUB FINANCIAL SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

UMB FINANCIAL SERVICES, INC.

Aug 2025 – present

MONEY CONCEPTS ADVISORY SERVICE

Nov 2017 – Dec 2023

PALM BEACH GARDENS, FL

COUNTRY CLUB FINANCIAL SERVICES, INC.

Mar 2004 – Dec 2017

RAYMORE, MO

COUNTRY CLUB FINANCIAL SERVICES, INC.

Jul 2003 – Mar 2004

RAYMORE, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 30, 2003

Years registered · 23

Disclosure History

1999Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COUNTRY CLUB FINANCIAL SERVICES, INC.

CRD 29807 · SEC 801-61022

AUM

$7M

Regulatory assets under management

Employees

14 client accounts

Services offered by COUNTRY CLUB FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COUNTRY CLUB FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Dail Brown Blake offer?

Dail Brown Blake specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Dail Brown Blake's credentials?

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

Where is Dail Brown Blake located?

Dail Brown Blake is based in KANSAS CITY, Missouri, working with COUNTRY CLUB FINANCIAL SERVICES, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Dail Brown Blake charge for services?

Dail Brown Blake's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COUNTRY CLUB FINANCIAL SERVICES, INC.?

COUNTRY CLUB FINANCIAL SERVICES, INC. has approximately 1 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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