Unclaimed Profile

Regan Paul Ervin

STERNECK CAPITAL MANAGEMENT LLC·KANSAS CITY, Missouri

Clean recordSTERNECK CAPITAL MANAGEMENT LLC

4510 BELLEVIEW AVENUE, KANSAS CITY, MO 64111CRD# 5691066Firm CRD# 111463

Profile Verification

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

Identity

Regan Paul Ervin · KANSAS CITY, MO

Registration

CRD #5691066 · STERNECK CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Regan Paul Ervin is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with STERNECK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STERNECK CAPITAL MANAGEMENT LLC

AUM

$255M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STERNECK CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5691066

Firm CRD# 111463

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Regan Paul Ervin offer?

Regan Paul Ervin specializes in Financial Planning, Investment Management. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Regan Paul Ervin's credentials?

Regan Paul Ervin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Regan Paul Ervin located?

Regan Paul Ervin is based in KANSAS CITY, Missouri, working with STERNECK CAPITAL MANAGEMENT LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Regan Paul Ervin charge for services?

Regan Paul Ervin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERNECK CAPITAL MANAGEMENT LLC?

STERNECK CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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