Unclaimed Profile

John Morris Ye

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

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record23 years registeredCOUNTRY CLUB FINANCIAL SERVICES, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 2336957Firm CRD# 29807

Profile Verification

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

Identity

John Morris Ye · KANSAS CITY, MO

Registration

CRD #2336957 · COUNTRY CLUB FINANCIAL SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ROBERT W. BAIRD & CO. INCORPORATED

Dec 2014 – present

COUNTRY CLUB FINANCIAL SERVICES, INC.

Jul 2003 – Dec 2014

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · July 22, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 John Morris Ye offer?

John Morris Ye specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are John Morris Ye's credentials?

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

Where is John Morris Ye located?

John Morris Ye 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 John Morris Ye charge for services?

John Morris Ye'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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