AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JC

Jace W. Champlin

RCA WEALTH STRATEGIES
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5494050
JC

Professional summary

Jace W Champlin is a registered financial advisor currently at RCA WEALTH STRATEGIES LLC located in Overland Park, Kansas.

Jace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jace has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jace W Champlin'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®
None

Experience

Current

October 27, 2021 - Present

RCA WEALTH STRATEGIES LLC

Office #1: 11011 King Street Suite 150, Overland Park, KS 66210
RIA
CRD#: 315915
Overland Park, KS
Past

September 18, 2020 - November 2, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Overland Park, KS
Past

June 3, 2019 - October 28, 2021

INSIGHT FINANCIAL SERVICES

RIA
CRD#: 147518
OVERLAND PARK, KS
Past

June 3, 2019 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
Overland Park, KS
Past

January 9, 2013 - June 18, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
OVERLAND PARK, KS
Past

January 9, 2013 - June 18, 2019

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
OVERLAND PARK, KS
Past

July 14, 2009 - January 7, 2013

NEW ENGLAND SECURITIES

RIA
CRD#: 615
OVERLAND PARK, KS
Past

March 11, 2008 - January 7, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
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
Alabama
(1/10/2025)
IAR
California
(5/22/2023)
IAR
Kansas
(10/27/2021)
IAR
Louisiana
(3/25/2024)
IAR
Missouri
(10/27/2021)
IAR
Nebraska
(10/28/2021)
IAR
Texas
(11/10/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/19/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/13/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/29/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/10/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
RCA WEALTH STRATEGIES LLC
RCA WEALTH STRATEGIES LLC

CRD#: 315915 / SEC#:

Alabama
Registered Investment Advisory firm - (1/10/2025 Approved)
California
Registered Investment Advisory firm - (5/22/2023 Approved)
Kansas
Registered Investment Advisory firm - (10/18/2021 Approved)
Louisiana
Registered Investment Advisory firm - (3/25/2024 Approved)
Missouri
Registered Investment Advisory firm - (9/13/2021 Approved)
Nebraska
Registered Investment Advisory firm - (10/19/2021 Approved)
Texas
Registered Investment Advisory firm - (11/4/2021 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (10/10/2025 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
11011 King Street Suite 150, Overland Park, KS 66210
Mailing Address
Phone number
(913) 391-6381
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts575
AUM (Assets Under Management)$ 54,656,000

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

RCA WEALTH STRATEGIES LLC

CRD#: 315915Overland Park, KS 66210

TRUST BUT VERIFY

Monitor Jace Champlin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Kyle FukuchiAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Farmington, UT
SM
Sarah MaitreAdvisorCheck Check Mark
CAMRIEL ADVISORS
IAR
WEED, CA
Minh Duc Pham
Minh PhamAdvisorCheck Check Mark
NYLIFE SECURITIES LLC
RR
Lafayette, LA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.