Unclaimed Profile

Keith Patrick Marso

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

SIE, Series 7, Series 63, Series 6622 years registeredCOUNTRY CLUB FINANCIAL SERVICES, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 2660804Firm CRD# 29807

Profile Verification

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

Identity

Keith Patrick Marso · KANSAS CITY, MO

Registration

CRD #2660804 · COUNTRY CLUB FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COUNTRY CLUB FINANCIAL SERVICES, INC.

MONEY CONCEPTS ADVISORY SERVICE

Dec 2017 – Dec 2023

Leavenworth, KS

COUNTRY CLUB FINANCIAL SERVICES, INC.

Jun 2004 – Dec 2017

LEAVENWORTH, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 3, 2004

Years registered · 22

Disclosure History

2002Customer Dispute·Denied

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 Keith Patrick Marso offer?

Keith Patrick Marso specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Keith Patrick Marso's credentials?

Keith Patrick Marso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Patrick Marso located?

Keith Patrick Marso is based in KANSAS CITY, Missouri, last registered with COUNTRY CLUB FINANCIAL SERVICES, INC..

How does Keith Patrick Marso charge for services?

Keith Patrick Marso'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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