Ernest F. Collyer

CRAFT & SAGE WEALTH

KANSAS CITY, MO 64108

Some features on this profile are disabled

CRD#: 2675778

Professional summary

Ernest Fred Collyer, who also goes by Erine Collyer, Ernest F Collyer, is a registered financial advisor currently at CRAFT & SAGE WEALTH located in Kansas City, Missouri.

Ernest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Ernest has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erine Collyer | Ernest F Collyer

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. COLLYER AND ASSOCIATES ASSET PROTECTION POSITION: Insurance Agent NATURE: NON INV REL; 3309 WEST 130TH STREET, LEAWOOD KS 66209; TRADITIONAL INSURANCE SALES AND HEALTH, ALSO LIFE SETTLEMENTS; OWNER; 12/1/1972; 2HR/MO; 2HR/MO; TRADITIONAL INSURANCE SALES AND HEALTH, LIFE SETTLEMENT CASE WITH COVENTRY. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/1998 ADDRESS: 3309 W 130 Street, Leawood KS 66209, United States DESCRIPTION: Sales and Service of fixed life insurance, disability insurance, long term care insurance. Rare instances of life settlements.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernest Fred Collyer'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

June 28, 2023 - Present

CRAFT & SAGE WEALTH

Office #1: 2500 Summit Street #103, Kansas City, MO 64108

RIA

CRD#: 323565

KANSAS CITY, MO

Past

March 29, 2018 - June 23, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

LEAWOOD, KS

Past

March 29, 2018 - June 23, 2023

OSAIC WEALTH, INC.

CRD#: 23131

LEAWOOD, KS

Past

March 30, 2000 - March 29, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

LEAWOOD, KS

Past

December 12, 1995 - March 29, 2018

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

LEAWOOD, KS

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".

CRAFT & SAGE WEALTH

CRD#: 323565 / SEC#: 801-127993

RIA

Registered Investment Advisory firm - (6/2/2023 Approved)

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
(12/20/2024)

IAR

Missouri
(6/28/2023)

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: 12/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/20/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRAFT & SAGE WEALTH

CRD#: 323565 / SEC#: 801-127993

RIA

Registered Investment Advisory firm - (6/2/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 Summit Street #103, Kansas City, MO 64108

Mailing Address

Phone number

(816) 436-9939

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRAFT&SAGE WEALTH ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	1,311
AUM (Assets Under Management)	$ 289,680,654

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.

Similar Advisors

Joshua Carter

MML INVESTORS SERVICES, LLC

IAR

Conway, AR

John Hoover

MAIA WEALTH

IAR

Dallas, TX

Ryan Perry

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ernest F. Collyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernest Fred Collyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CRAFT & SAGE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/1999

Series 63

Date: 11/20/1995

SIE

Date: 10/1/2018

Series 7

Date: 2/28/2000

Series 6

Date: 11/20/1995

Current Firm

CRAFT & SAGE WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRAFT & SAGE WEALTH

TRUST BUT VERIFY

Similar Advisors