Unclaimed Profile

Douglas Eugene Elstun

CROSSROADS FINANCIAL MANAGEMENT, INC.·KANSAS CITY, Missouri

Series 7, Series 24, Series 6332 years registeredCROSSROADS 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. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROSSROADS FINANCIAL MANAGEMENT, INC.

FRONTIER WEALTH MANAGEMENT, LLC

Sep 2019 – Mar 2021

KANSAS CITY, MO

SPC

May 2008 – Jan 2012

LENEXA, KS

CROSSROADS FINANCIAL MANAGEMENT, INC.

Jul 1994 – Aug 2019

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · July 1, 1994

Years registered · 32

Disclosure History

2021Civil·Final

2021Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

CROSSROADS FINANCIAL MANAGEMENT, INC.

CRD 115435 · SEC 801-66390

AUM

$52M

Regulatory assets under management

Employees

158 client accounts

Services offered by CROSSROADS FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CROSSROADS FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Douglas Eugene Elstun offer?

Douglas Eugene Elstun specializes in Financial Planning, Investment Management.

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, last registered with CROSSROADS FINANCIAL MANAGEMENT, INC..

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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