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Douglas Eugene Elstun

CROSSROADS FINANCIAL MANAGEMENT, INC.·KANSAS CITY, Missouri
Clean recordCROSSROADS FINANCIAL MANAGEMENT, INC.
2018 MAIN STREET, KANSAS CITY, MO 64108CRD# 2338588Firm CRD# 115435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Eugene Elstun · KANSAS CITY, MO
Registration
CRD #2338588 · CROSSROADS FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Eugene Elstun is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with CROSSROADS FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CROSSROADS FINANCIAL MANAGEMENT, INC.
CROSSROADS FINANCIAL MANAGEMENT, INC.
AUM
$52M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CROSSROADS FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2338588
Firm CRD# 115435
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Eugene Elstun offer?
Douglas Eugene Elstun specializes in Financial Planning, Investment Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Douglas Eugene Elstun's credentials?
Douglas Eugene Elstun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Eugene Elstun located?
Douglas Eugene Elstun is based in KANSAS CITY, Missouri, working with CROSSROADS FINANCIAL MANAGEMENT, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Douglas Eugene Elstun charge for services?
Douglas Eugene Elstun's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSROADS FINANCIAL MANAGEMENT, INC.?
CROSSROADS FINANCIAL MANAGEMENT, INC. has approximately 3 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William Boyd Larmer
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Research
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