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Christopher Sean Walden

Christopher S. Walden

STEWARDSHIP CAPITAL
INDEPENDENCE, MO 64057
Some features on this profile are disabled
CRD#: 2379194
Christopher Sean Walden

Professional summary


Christopher Sean Walden, CFP®, who also goes by Christopher Sean Walden, is a registered financial advisor currently at STEWARDSHIP CAPITAL located in Independence, Missouri.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Christopher has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Sean Walden

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.
MO-KAN INSURANCE, FIXED INSURANCE SALES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Sean Walden'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®
CFP®

Start date: 2001

Experience


Current

April 24, 2024 - Present

STEWARDSHIP CAPITAL

Office #1: 4200 Little Blue Parkway Suite 650, Independence, MO 64057
RIA
CRD#: 110944
INDEPENDENCE, MO
Past

November 13, 2009 - April 15, 2024

HEARTLAND CAPITAL ADVISORS, L.C.

RIA
CRD#: 116127
INDEPENDENCE, MO
Past

August 10, 2007 - September 8, 2008

ASPYRE WEALTH PARTNERS

RIA
CRD#: 107212
OVERLAND PARK, KS
Past

December 13, 2005 - July 30, 2007

FINTEGRA, LLC

RIA
CRD#: 16741
KANSAS CITY, MO
Past

February 18, 2003 - July 30, 2007

FINTEGRA, LLC

BD
CRD#: 16741
KANSAS CITY, MO
Past

December 1, 2001 - February 20, 2003

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

October 4, 2001 - December 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

August 1, 2000 - October 8, 2001

FINTEGRA, LLC

BD
CRD#: 16741
MINNEAPOLIS, MN
Past

May 10, 1995 - August 1, 2000

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

August 30, 1993 - May 12, 1995

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
STEWARDSHIP CAPITAL
STEWARDSHIP CAPITAL | STEWARDSHIP CAPITAL, LTD.

CRD#: 110944 / SEC#: 801-130645

RIA
Registered Investment Advisory firm - (7/9/2024 Approved)
Kansas
Registered Investment Advisory firm - (7/12/2024 Terminated)
Louisiana
Registered Investment Advisory firm - (7/29/2024 Terminated)
Missouri
Registered Investment Advisory firm - (7/12/2024 Terminated)
Texas
Registered Investment Advisory firm - (7/12/2024 Terminated)

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
Missouri
(4/24/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SC
STEWARDSHIP CAPITAL
STEWARDSHIP CAPITAL | STEWARDSHIP CAPITAL, LTD.

CRD#: 110944 / SEC#: 801-130645

RIA
Registered Investment Advisory firm - (7/9/2024 Approved)
Kansas
Registered Investment Advisory firm - (7/12/2024 Terminated)
Louisiana
Registered Investment Advisory firm - (7/29/2024 Terminated)
Missouri
Registered Investment Advisory firm - (7/12/2024 Terminated)
Texas
Registered Investment Advisory firm - (7/12/2024 Terminated)
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Contact information


Main Address
4200 Little Blue Parkway Suite 650, Independence, MO 64057
Mailing Address
Phone number
(816) 833-6650
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 031225 (3/12/2025)

Regulatory assets under management


Total Number of Accounts840
AUM (Assets Under Management)$ 141,502,597

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/08/2025
Cover Page
03/26/2024
04/24/2023

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


STEWARDSHIP CAPITAL

CRD#: 110944Independence, MO 64057

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