Crossroads Financial Management

Crossroads Financial Management (CRD# 115435) is a financial advisory firm headquartered in Lenexa, KS. They manage $130,669,075 in 109 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $1,198,799
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, FL, IA, KS, MO, NE, TX, WI

Financial Advisors at Crossroads Financial Management
Showing 1 - 2 of 2 top financial advisors.
1
Douglas E. Elstun
CRD#: 2338588
13715 West 109th Street, Suite 110, Lenexa, KS 66215
93
Wealthminder
score

Douglas Elstun (CRD# 2338588) is an Investment Advisor Representative working at Crossroads Financial Management in Lenexa, KS and has over 24 years of experience in the finance industry.

2
Noah S. Chait
CRD#: 4875240
13715 West 109th Street, Suite 110, Lenexa, KS 66215
89
Wealthminder
score

Noah Chait (CRD# 4875240) is an Investment Advisor Representative working at Crossroads Financial Management in Lenexa, KS and has over 2 years of experience in the finance industry.

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