Unclaimed Profile

John Tarkington Christy

CRAFT & SAGE WEALTH·KANSAS CITY, Missouri

SIE, Series 7, Series 66CFPClean record23 years registeredCRAFT & SAGE WEALTH

1535 WALNUT STREET, KANSAS CITY, MO 64108CRD# 4573758Firm CRD# 323565

Profile Verification

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

Identity

John Tarkington Christy · KANSAS CITY, MO

Registration

CRD #4573758 · CRAFT & SAGE WEALTH · 23 years registered

Brand Profile

Not yet started

Career History

CRAFT & SAGE WEALTH

Jun 2023 – present

OSAIC WEALTH, INC.

Feb 2009 – Jun 2023

KANSAS CITY, MO

PREMIER FINANCIAL PARTNERS, LLC

Oct 2008 – Jul 2022

Kansas City, MO

ESI FINANCIAL ADVISORS

Mar 2003 – Oct 2008

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 19, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRAFT & SAGE WEALTH

CRD 323565 · SEC 801-127993

AUM

$251M

Regulatory assets under management

Employees

1,439 client accounts

Services offered by CRAFT & SAGE WEALTH

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRAFT & SAGE WEALTH →

Introduction

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Frequently Asked Questions

What services does John Tarkington Christy offer?

John Tarkington Christy specializes in Financial Planning, Investment Management. Contact their office in KANSAS CITY, Missouri for a consultation.

What are John Tarkington Christy's credentials?

John Tarkington Christy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Tarkington Christy located?

John Tarkington Christy is based in KANSAS CITY, Missouri, working with CRAFT & SAGE WEALTH. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does John Tarkington Christy charge for services?

John Tarkington Christy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRAFT & SAGE WEALTH?

CRAFT & SAGE WEALTH has approximately 11 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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