Christopher K. Costello

CURTIS CAPITAL ADVISORS

OVERLAND PARK, KS 66210

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CRD#: 2630844

Professional summary

Christopher K Costello, CFP®, who also goes by Chris Kyle Costello, is a registered financial advisor currently at CURTIS CAPITAL ADVISORS located in Overland Park, Kansas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 52, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Kyle Costello

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.

*541652 - blooom, inc; Investment related Yes; Overland Park, Kansas; Investment/Finance/Banking; Officer (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 2; After business hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher K Costello'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^®

Certified Financial Planner

Experience

Current

May 1, 2024 - Present

CURTIS CAPITAL ADVISORS

Office #1: 7900 College Blvd., Suite 140, Overland Park, KS 66210

RIA

CRD#: 330835

OVERLAND PARK, KS

Past

February 1, 2024 - March 4, 2024

YUKON WEALTH MANAGEMENT, INC.

RIA

CRD#: 109413

OVERLAND PARK, KS

Past

February 28, 2023 - September 8, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Overland Park, KS

Past

June 27, 2014 - December 31, 2022

BLOOOM, INC.

RIA

CRD#: 168604

OVERLAND PARK, KS

Past

April 23, 2009 - October 7, 2009

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OVERLAND PARK, KS

Past

February 17, 2004 - January 11, 2021

THE RETIREMENT PLANNING GROUP, LLC

RIA

CRD#: 129625

LEAWOOD, KS

Past

July 1, 2003 - March 10, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OVERLAND PARK, KS

Past

July 1, 2003 - March 10, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

March 7, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

OVERLAND PARK, KS

Past

November 13, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

February 7, 1997 - November 26, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

July 17, 1995 - February 6, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

CURTIS CAPITAL ADVISORS

CURTIS CAPITAL ADVISORS | CURTIS CAPITAL ADVISORS, LLC

CRD#: 330835 / SEC#: 801-132177

RIA

Registered Investment Advisory firm - (3/18/2025 Approved)

Kansas

Registered Investment Advisory firm - (3/21/2025 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).

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
(5/1/2024)

IAR

Texas
(7/14/2025)

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

IAR

Series 65

Date: 12/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/12/1995

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 7/14/1995

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/13/1996

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 6/18/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CURTIS CAPITAL ADVISORS

CURTIS CAPITAL ADVISORS | CURTIS CAPITAL ADVISORS, LLC

CRD#: 330835 / SEC#: 801-132177

RIA

Registered Investment Advisory firm - (3/18/2025 Approved)

Kansas

Registered Investment Advisory firm - (3/21/2025 Terminated)

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Contact information

Main Address

7900 College Blvd., Suite 140, Overland Park, KS 66210

Mailing Address

Phone number

(913) 344-5443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CURTIS CAPITAL ADVISORS FORM ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 125,478,000

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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Firm Stability Insights

Christopher K. Costello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher K Costello's CRS (Customer Relationship Summary).

Certified licenses

Experience

YUKON WEALTH MANAGEMENT, INC.

MORGAN STANLEY

BLOOOM, INC.

PURSHE KAPLAN STERLING INVESTMENTS

THE RETIREMENT PLANNING GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

CURTIS CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1999

Series 63

Date: 7/24/1995

Series 7

Date: 9/12/1995

Series 52

Date: 7/14/1995

Series 24

Date: 8/13/1996

Series 8

Date: 6/18/1996

Current Firm

CURTIS CAPITAL ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CURTIS CAPITAL ADVISORS

TRUST BUT VERIFY

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