Country Club Financial Services, Inc.

Country Club Financial Services, Inc. (CRD# 29807) is a financial advisory firm headquartered in Kansas City, MO. They manage $46,400,813 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $333,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Country Club Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sandra L. Dershemvega
CRD#: 2702481
One Ward Parkway, Kansas City, MO 64112
93
Wealthminder
score

Sandra Dershemvega (CRD# 2702481) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry.

2
Sean M. Doherty
CRD#: 3140736
414 Nichols Rd, Kansas City, MO 64112
93
Wealthminder
score

Sean Doherty (CRD# 3140736) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Kansas City, MO and has over 17 years of experience in the finance industry.

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