Unclaimed Profile

Robert Paul Wray

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

COUNTRY CLUB FINANCIAL SERVICES, INC.

ONE WARD PARKWAY, KANSAS CITY, MO 64112CRD# 2892383Firm CRD# 29807

Profile Verification

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

Identity

Robert Paul Wray · KANSAS CITY, MO

Registration

CRD #2892383 · COUNTRY CLUB FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Robert Paul Wray 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COUNTRY CLUB FINANCIAL SERVICES, INC.

AUM

$7M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2892383

Firm CRD# 29807

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Paul Wray offer?

Robert Paul Wray specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Robert Paul Wray's credentials?

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

Where is Robert Paul Wray located?

Robert Paul Wray 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 Robert Paul Wray charge for services?

Robert Paul Wray'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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