JC
John T. Christy
CRAFT & SAGE WEALTH
KANSAS CITY, MO 64108
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CRD#: 4573758
JC
John Tarkington ChristyCRAFT & SAGE WEALTH
Professional summary
John Tarkington Christy, CFP® is a registered financial advisor currently at CRAFT & SAGE WEALTH located in Kansas City, Missouri.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
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.
1. CHRISTY FAMILY PROPERTIES, LLC POSITION: Co-owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 435 Hillcrest Road E, Lake Quivira KS 66217 DESCRIPTION: Landlord 2. LAKE QUIVIRA COUNTRY CLUB MEN'S INVESTMENT CLUB POSITION: Member NATURE: Lake Quivira Country Club is the country club I belong to. It is also an incorporated city in which I live. There is a men's investment club made up of ~ 40 members that meets monthly for a social aspect and to discuss the club's portfolio. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/12/2017 ADDRESS: 100 Crescent Blvd, Lake Quivira KS 66217, United States DESCRIPTION: As a member, there are no specific duties outside of paying dues wich cover the investment in to the club's portfolio and social activities. 3. PIMA, LLC POSITION: Member/Owner NATURE: LLC owned 50% by myself and 50% by my brother for the purpose of purchasing investment real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 435 Hillcrest Road E, Lake Quivira KS 66217, United States DESCRIPTION: Identify, finance, purchase real estate. Rehab. Resale or lease. 4. CBPM, LLC POSITION: Owner NATURE: 50% ownership in LLC utilized to purchase real estate.The other 50% is owned by my brother, Andrew Christy, who is a client and aware of the advisor/client relationship with working together. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 435 Hillcrest Road E, Lake Quivira KS 66217, United States DESCRIPTION: Identify, purchase, finance real estate. Lease rehabbed properties.
CRS (Client Relationship Summary) - RIA
Click below to view John Tarkington Christy'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®
CFP®
Start date: 2011
Experience
Current
June 14, 2023 - Present
CRAFT & SAGE WEALTH
Office #1: 2500 Summit Street #103, Kansas City, MO 64108RIA
CRD#: 323565
KANSAS CITY, MO
Past
February 10, 2009 - June 28, 2023
OSAIC WEALTH, INC.
RIA
CRD#: 23131
KANSAS CITY, MO
Past
October 21, 2008 - July 6, 2022
PREMIER FINANCIAL PARTNERS, LLC
RIA
CRD#: 132043
Kansas City, MO
Past
October 9, 2008 - June 28, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
KANSAS CITY, MO
Past
March 19, 2003 - October 9, 2008
EQUITY SERVICES, INC.
RIA
CRD#: 265
OVERLAND PARK, KS
Past
August 23, 2002 - October 9, 2008
EQUITY SERVICES, INC.
BD
CRD#: 265
OVERLAND PARK, 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".
C&
CRAFT & SAGE WEALTH
CRAFT & SAGE WEALTH | JTCFS | JOHN T. CHRISTY FINANCIAL SERVICES, LLC | CRAFT&SAGE WEALTH | CRAFT&SAGE RISK MANAGEMENT LLC | CRAFT & SAGE WEALTH, LLC
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(6/14/2023)
IAR
Missouri(6/14/2023)
IAR
Texas(12/20/2024)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
C&
CRAFT & SAGE WEALTH
CRAFT & SAGE WEALTH | JTCFS | JOHN T. CHRISTY FINANCIAL SERVICES, LLC | CRAFT&SAGE WEALTH | CRAFT&SAGE RISK MANAGEMENT LLC | CRAFT & SAGE WEALTH, LLC
CRD#: 323565 / SEC#: 801-127993
RIA
Registered Investment Advisory firm - (6/2/2023 Approved)Loading...
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
11
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,408 |
| AUM (Assets Under Management) | $ 306,774,409 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CRAFT & SAGE WEALTH
CRD#: 323565Kansas City, MO 64108TRUST BUT VERIFY
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