Unclaimed Profile

Kevin Jerold Clifford

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

SIE, Series 6, Series 7, Series 63, Series 66Clean record24 years registeredCOUNTRY 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. · 24 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2026 – present

MONEY CONCEPTS ADVISORY SERVICE

Nov 2017 – Feb 2026

PALM BEACH GARDENS, FL

COUNTRY CLUB FINANCIAL SERVICES, INC.

Sep 2002 – Dec 2017

PRAIRIE VILLAGE, KS

WS GRIFFITH SECURITIES, INC.

Feb 2002 – Aug 2002

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 22, 2002

Years registered · 24

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

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 →

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 →