Brian Gloe (CRD# 5664769) is an Investment Advisor Representative working at Craft&sage Wealth in Kansas City, MO and has over 14 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Craft & Sage Wealth | Kansas City, MO | Jun 2023 - Current | < 1 |
| Royal Alliance Associates | St Louis, MO | Mar 2017 - Jun 2023 | 6 |
| Premier Financial Partners | Kansas City, MO | Mar 2017 - Jun 2022 | 5 |
| Mml Investor Services | Overland Park, KS | Jul 2011 - Mar 2017 | 5 |
| Massmutual Life Insurance Company | Overland Park, KS | Jul 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- KS
- MO
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,439ACCOUNTS
-
Average Account Value$174,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, FL, KS, MO, TX
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