Edward T. Kratty

WORLD CLASS UNLIMITED

Overland Park, KS 66204

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CRD#: 1792182

Professional summary

Edward Thomas Kratty JR, who also goes by Edward Thomas Kratty, is a registered financial advisor currently at WORLD CLASS UNLIMITED, INC. located in Overland Park, Kansas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Edward has worked at 7 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Thomas Kratty

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.

1. LICENSED INDEPENDENT INSURANCE AGENT IN OVERLAND PARK, KS. 2. OWNER OF A&E ASSOCIATES, ST, LLC, OF LEAWOOD, KS, A NON INVESTMENT RELATED COMMERCIAL RENTAL PROPERTY BUSINESS (UNDER 10 HOURS PER MONTH OUTSIDE OF NORMAL BUSINESS HOURS).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Thomas Kratty JR's 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 11, 2012 - Present

WORLD CLASS UNLIMITED, INC.

Office #1: 8080 Conser St., Overland Park, KS 66204

RIA

CRD#: 164706

Overland Park, KS

Past

November 25, 2019 - April 8, 2025

ONEDIGITAL

RIA

CRD#: 106766

Overland Park, KS

Past

September 21, 2007 - October 1, 2012

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

LEAWOOD, KS

Past

September 21, 2007 - October 1, 2012

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

LEAWOOD, KS

Past

September 19, 2006 - October 19, 2007

SYMPHONIC SECURITIES LLC

CRD#: 139512

LEAWOOD, KS

Past

November 9, 2005 - October 19, 2007

SYMPHONIC FINANCIAL ADVISORS LLC

RIA

CRD#: 135603

NEW YORK, NY

Past

November 9, 2005 - October 19, 2007

CNR SECURITIES, LLC

CRD#: 18466

LEAWOOD, KS

Past

July 1, 1997 - November 10, 2005

WADDELL & REED

RIA

CRD#: 866

LEAWOOD, KS

Past

February 8, 1988 - November 10, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(9/11/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/26/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/5/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WORLD CLASS UNLIMITED, INC.

WORLD CLASS FINANCIAL | WORLD CLASS UNLIMITED, INC. | WORLD CLASS FINANCIAL, INC.

CRD#: 164706 / SEC#:

Arizona

Registered Investment Advisory firm - (12/20/2017 Terminated)

California

Registered Investment Advisory firm - (1/19/2018 Terminated)

Colorado

Registered Investment Advisory firm - (12/7/2020 Terminated)

Kansas

Registered Investment Advisory firm - (9/11/2012 Approved)

Texas

Registered Investment Advisory firm - (11/26/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8080 Conser St., Overland Park, KS 66204

Mailing Address

Phone number

(913) 327-1043

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	419
AUM (Assets Under Management)	$ 51,257,000

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.

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Edward T. Kratty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Thomas Kratty JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD CLASS UNLIMITED, INC.

ONEDIGITAL

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

SYMPHONIC SECURITIES LLC

SYMPHONIC FINANCIAL ADVISORS LLC

CNR SECURITIES, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 63

Date: 2/26/1988

Series 6

Date: 2/5/1988

Current Firm

WORLD CLASS UNLIMITED, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WORLD CLASS UNLIMITED, INC.

TRUST BUT VERIFY

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