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Zachary Reed Emslie

Zachary R. Emslie

BLUEVINE ADVICE
KANSAS CITY, MO 64131
Some features on this profile are disabled
CRD#: 5033134
Zachary Reed Emslie

Professional summary

Zachary Reed Emslie, CFP®, who also goes by Zachary Reed Emsile, Zach Emslie, is a registered financial advisor currently at BLUEVINE ADVICE located in Kansas City, Missouri.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Zachary has worked at 7 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zachary Reed Emsile | Zach Emslie

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Reed Emslie'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®

Certified Financial Planner

Start date: 2010

Experience

Current

December 18, 2020 - Present

BLUEVINE ADVICE

Office #1: 800 E 101st Terrace, Suite 350, Kansas City, MO 64131
RIA
CRD#: 311530
KANSAS CITY, MO
Past

September 17, 2018 - September 17, 2024

CAPITAL-E-ADVISORS

RIA
CRD#: 297820
LEAWOOD, KS
Past

August 17, 2011 - September 25, 2018

STERNECK CAPITAL MANAGEMENT LLC

RIA
CRD#: 111463
KANSAS CITY, MO
Past

August 30, 2007 - August 16, 2011

TD AMERITRADE, INC.

RIA
CRD#: 7870
ST. LOUIS, MO
Past

August 30, 2007 - August 16, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
ST LOUIS, MO
Past

August 21, 2007 - August 16, 2011

TD AMERITRADE, INC.

BD
CRD#: 7870
ST. LOUIS, MO
Past

January 10, 2007 - August 3, 2007

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
KANSAS CITY, MO
Past

January 3, 2007 - August 3, 2007

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
KANSAS CITY, MO
Past

December 8, 2005 - January 10, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
OVERLAND PARK, KS
Past

November 17, 2005 - January 10, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
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
Missouri
(12/18/2020)
IAR
Texas
(4/22/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/7/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/16/2005
General Securities Representative Examination

Current Firm

BA
BLUEVINE ADVICE
BLUEVINE ADVICE | BLUEVINE ADVISORS, LLC | BLUEVINE ADVISORS

CRD#: 311530 / SEC#:

Missouri
Registered Investment Advisory firm - (12/18/2020 Approved)
Texas
Registered Investment Advisory firm - (4/21/2021 Conditional Restricted)
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Contact information

Main Address
800 E. 101st Terrace Suite 350, Kansas City, MO 64131
Mailing Address
Phone number
(816) 652-2352
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 4,341,435

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

BLUEVINE ADVICE

CRD#: 311530Kansas City, MO 64131

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