Country Club Financial Services, Inc.

Country Club Financial Services, Inc. (CRD# 29807) is a financial advisory firm headquartered in Kansas City, MO. They manage $41,203,647 in 134 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $307,490
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 - 10 of 10 top financial advisors.
1
Dennis J. Clifford
CRD#: 4690575
8401 Nw 45 Highway, Parkville, MO 64152
93
Wealthminder
score

Dennis Clifford (CRD# 4690575) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Parkville, MO and has over 13 years of experience in the finance industry.

2
Kevin J. Clifford
CRD#: 1281831
9400 Mission Road, Prairie Village, KS 66206
93
Wealthminder
score

Kevin Clifford (CRD# 1281831) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Prairie Village, KS and has over 32 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
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 15 years of experience in the finance industry.

5
Kevin A. Doyle
CRD#: 1412397
9400 Mission Road, Prairie Village, KS 66206
93
Wealthminder
score

Kevin Doyle (CRD# 1412397) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Prairie Village, KS and has over 22 years of experience in the finance industry.

6
Kevin P. Hennessy
CRD#: 2618099
21911 W 66th St, Shawnee, KS 66226
93
Wealthminder
score

Kevin Hennessy (CRD# 2618099) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Shawnee, KS and has over 21 years of experience in the finance industry.

7
Brian C. Thompson
CRD#: 2252050
9400 Mission Road, Prairie Village, KS 66206
93
Wealthminder
score

Brian Thompson (CRD# 2252050) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Prairie Village, KS and has over 18 years of experience in the finance industry.

8
Tyson M. Schmitt
CRD#: 5041188
One Ward Parkway, Kansas City, MO 64112
89
Wealthminder
score

Tyson Schmitt (CRD# 5041188) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Kansas City, MO and has over 3 years of experience in the finance industry.

9
Dail B. Blake
CRD#: 2693031
1000 W. Foxwood Drive, Raymore, MO 64083
83
Wealthminder
score

Dail Blake (CRD# 2693031) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Raymore, MO and has over 20 years of experience in the finance industry.

10
Keith P. Marso
CRD#: 2660804
401 Delaware St., Leavenworth, KS 66048
83
Wealthminder
score

Keith Marso (CRD# 2660804) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Leavenworth, KS and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.