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Lynn Steiner Conery

COUNTRY CLUB FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri
Unclaimed Profile
ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 51971Firm CRD# 29807
01

About

Lynn Steiner Conery 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COUNTRY CLUB FINANCIAL SERVICES, INC.
COUNTRY CLUB FINANCIAL SERVICES, INC.
AUM
$7M
Regulatory assets under management
Employees
1
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 51971
Firm CRD# 29807
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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