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Megan Marie Brenner

CRAFT & SAGE WEALTH·KANSAS CITY, Missouri
Unclaimed Profile
1535 WALNUT STREET, KANSAS CITY, MO 64108CRD# 6121402Firm CRD# 323565
01

About

Megan Marie Brenner is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with CRAFT & SAGE WEALTH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRAFT & SAGE WEALTH
CRAFT&SAGE WEALTH
AUM
$251M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CRAFT & SAGE WEALTH →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6121402
Firm CRD# 323565
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan Marie Brenner offer?
Megan Marie Brenner specializes in Financial Planning, Investment Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Megan Marie Brenner's credentials?
Megan Marie Brenner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Marie Brenner located?
Megan Marie Brenner is based in KANSAS CITY, Missouri, working with CRAFT & SAGE WEALTH. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Megan Marie Brenner charge for services?
Megan Marie Brenner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRAFT & SAGE WEALTH?
CRAFT & SAGE WEALTH has approximately 11 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRAFT & SAGE WEALTH

John Tarkington Christy
KANSAS CITY, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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