Unclaimed Profile

Kevin Jerold Clifford

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

COUNTRY CLUB FINANCIAL SERVICES, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 1281831Firm CRD# 29807

Profile Verification

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

Identity

Kevin Jerold Clifford · KANSAS CITY, MO

Registration

CRD #1281831 · COUNTRY CLUB FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Kevin Jerold Clifford is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with COUNTRY CLUB FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Kevin Jerold

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin Jerold is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COUNTRY CLUB FINANCIAL SERVICES, INC.

AUM

$7M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COUNTRY CLUB FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1281831

Firm CRD# 29807

View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Jerold Clifford offer?

Kevin Jerold Clifford specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Kevin Jerold Clifford's credentials?

Kevin Jerold Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Jerold Clifford located?

Kevin Jerold Clifford 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 Kevin Jerold Clifford charge for services?

Kevin Jerold Clifford'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →