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TE

Terry O. Everson

CENTRAL STATES CAPITAL MARKETS
Wichita, KS 67202
Some features on this profile are disabled
CRD#: 1769354
TE

Professional summary

Terry Owen Everson is a registered financial professional currently at CENTRAL STATES CAPITAL MARKETS, LLC located in Wichita, Kansas.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1988. Terry has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terry Owen Everson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 13, 2011 - Present

CENTRAL STATES CAPITAL MARKETS, LLC

Office #1: 245 N. Waco St Ste 525, Wichita, KS 67202
RIA
BD
CRD#: 155291
Wichita, KS
Past

January 2, 2008 - November 18, 2011

DEWAAY FINANCIAL NETWORK, LLC

BD
CRD#: 30767
WICHITA, KS
Past

August 30, 2006 - January 26, 2007

GOLD CAPITAL MANAGEMENT INC.

BD
CRD#: 7036
OVERLAND PARK, KS
Past

June 1, 2006 - January 2, 2008

M&I FINANCIAL ADVISORS, INC

BD
CRD#: 16517
WICHITA, KS
Past

April 28, 1988 - June 1, 2006

GOLD CAPITAL MANAGEMENT INC.

BD
CRD#: 7036
WICHITA, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(11/30/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 4/15/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/16/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/2/1991
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 12/28/1989
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CENTRAL STATES CAPITAL MARKETS, LLC
CENTRAL STATES CAPITAL MARKETS, LLC

CRD#: 155291 / SEC#: 801-79295, 8-68711

RIA
Registered Investment Advisory firm - SEC (1/3/2017 Terminated)
Iowa
Registered Investment Advisory firm - SEC (1/23/2018 Approved)
Kansas
Registered Investment Advisory firm - SEC (10/12/2016 Approved)
Missouri
Registered Investment Advisory firm - SEC (12/29/2016 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4200 W 83rd Street Suite 101, Prairie Village, KS 66208
Mailing Address
4200 W 83rd Street Suite 101, Prairie Village, KS 66208
Phone number
(913) 766-6565
Established
Kansas since 08/31/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CLASSEN, MARK KMEMBER6886821
CENTRAL STATES FINANCIAL SERVICES, LLCHOLDING COMPANY; MEMBER
YOUNG, ROBERT MORRIS JRCHAIRMAN & CCO501297
ADDISON, LAURIE ANNECHIEF FINANCIAL OFFICER & FINOP7488882
HORTON, MICHAEL ALANDIRECTOR, BRANCH MANAGER1041106
STEPP, JOHN DANIELMANAGING DIRECTOR, CEO; ELECTED MANAGER501417

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 27,936,117

Disclosures

Regulatory Event6
Criminal3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTRAL STATES CAPITAL MARKETS, LLC

CRD#: 155291Wichita, KS 67202

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