CROSSROADS FINANCIAL MANAGEMENT, INC.

KANSAS CITY, Missouri·2 registered advisors·CRD# 115435
SEC# 801-663900913-451-8370
01

Firm Overview

AUM
$52M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CROSSROADS FINANCIAL MANAGEMENT, INC.

2 registered advisors
Douglas Eugene Elstun
KANSAS CITY, Missouri
William Boyd Larmer
LENEXA, Kansas
05

Office Locations

KANSAS CITY, Missouri
1 advisor
LENEXA, Kansas
1 advisor

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Data sourced from SEC Form ADV filings. CROSSROADS FINANCIAL MANAGEMENT, INC. (CRD# 115435) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.