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Jeffory L. Stukey

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CRD#: 5172262
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffory Lynn Stukey, who also goes by Jeff Stukey, Jeffory L Stukey, was a registered financial professional .

Jeffory is a previously registered financial professional and started their career in finance in 2006. Jeffory had worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Stukey | Jeffory L Stukey

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 14, 2011 - July 2, 2024

WICHITA WEALTH MANAGEMENT, LLC

RIA
CRD#: 141157
WICHITA, KS
Past

February 6, 2009 - July 14, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
WICHITA, KS
Past

January 23, 2009 - July 14, 2011

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WICHITA, KS
Past

August 30, 2006 - January 26, 2009

WICHITA WEALTH MANAGEMENT, LLC

RIA
CRD#: 141157
WICHITA, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/28/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


WICHITA WEALTH MANAGEMENT, LLC
WICHITA WEALTH MANAGEMENT, LLC
STUKEY FINANCIAL PLANNING | WICHITA WEALTH MANAGEMENT, LLC | STUKEY, JEFFORY L.

CRD#: 141157 / SEC#:

Kansas
Registered Investment Advisory firm - (7/14/2011 Approved)
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Contact information


Main Address
889 N Maize Rd Suite 109, Wichita, KS 67212
Mailing Address
Phone number
(316) 722-1010
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts245
AUM (Assets Under Management)$ 48,516,470

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


WICHITA WEALTH MANAGEMENT, LLC

WICHITA WEALTH MANAGEMENT, LLC

CRD#: 141157

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