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Dustin Lynn Palmer

Dustin L. Palmer

CRAFT & SAGE WEALTH
KANSAS CITY, MO 64108
Some features on this profile are disabled
CRD#: 5314495
Dustin Lynn Palmer

Professional summary

Dustin Lynn Palmer, CFP® is a registered financial advisor currently at CRAFT & SAGE WEALTH located in Kansas City, Missouri.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Dustin has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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. PREMIER NETWORK POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/11/2021 ADDRESS: 1535 Walnut Street, Suite 107, Kansas City MO 64108, United States DESCRIPTION: I will be gathering customer data for Property and Casualty insurance quotes. Data will be sent to Liberty office of Premier Network who will run quotes. Client relationship will be handled by me. 2. AMBER MEADOWS/LAKES HOA POSITION: Board Member NATURE: The HOA governs the Amber Meadows/Lakes neighborhood. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2022 ADDRESS: 5000 W 95th, Suite 280, Prairie Village KS 66207, United States DESCRIPTION: As a HOA Board Member I will approve monthly financial statements for the HOA, review resident requests, approve bids for maintenance/work in the neighborhood, and help organize volunteer efforts for neighborhood activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Lynn Palmer'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

Start date: 2022

Experience

Current

June 27, 2023 - Present

CRAFT & SAGE WEALTH

Office #1: 2500 Summit Street #103, Kansas City, MO 64108
RIA
CRD#: 323565
KANSAS CITY, MO
Past

October 14, 2020 - June 23, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
KANSAS CITY, MO
Past

October 14, 2020 - June 23, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
KANSAS CITY, MO
Past

January 24, 2019 - August 19, 2020

LOCKTON INVESTMENT ADVISORS, LLC

RIA
CRD#: 144133
Kansas City, MO
Past

January 24, 2019 - August 19, 2020

LOCKTON INVESTMENT SECURITIES, LLC

BD
CRD#: 137476
Kansas City, MO
Past

May 14, 2018 - December 24, 2018

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

RIA
CRD#: 288641
KANSAS CITY, MO
Past

December 11, 2017 - May 3, 2018

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

November 2, 2017 - May 3, 2018

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

October 13, 2014 - November 8, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
OVERLAND PARK, KS
Past

May 21, 2014 - October 6, 2014

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

September 5, 2007 - October 8, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
OVERLAND PARK, KS
Past

September 5, 2007 - October 8, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
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
Missouri
(6/27/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/20/2014
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/2014
General Securities Principal Examination

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)
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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 (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,311
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.

Company Information

CRAFT & SAGE WEALTH

CRD#: 323565Kansas City, MO 64108

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