Unclaimed Profile

Lynn Steiner Conery

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

SIE, Series 1, Series 7TO, Series 24, Series 52TO, Series 53, Series 63Clean recordCOUNTRY CLUB FINANCIAL SERVICES, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 51971Firm CRD# 29807

Profile Verification

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

Identity

Lynn Steiner Conery · KANSAS CITY, MO

Registration

CRD #51971 · COUNTRY CLUB FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 52TO

Series 53

Series 63

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 Lynn Steiner Conery offer?

Lynn Steiner Conery specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Lynn Steiner Conery's credentials?

Lynn Steiner Conery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynn Steiner Conery located?

Lynn Steiner Conery 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 Lynn Steiner Conery charge for services?

Lynn Steiner Conery'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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