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CROSSROADS FINANCIAL MANAGEMENT, INC.
CROSSROADS FINANCIAL MANAGEMENT, INC.
KANSAS CITY, Missouri
·
2 registered advisors
·
CRD# 115435
SEC# 801-66390
0
913-451-8370
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 Planning
Investment Management
04
Advisors at CROSSROADS FINANCIAL MANAGEMENT, INC.
2 registered advisors
Douglas Eugene Elstun
KANSAS CITY, Missouri
CRD# 2338588
William Boyd Larmer
LENEXA, Kansas
CRD# 1018705
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
.