JC
Jace W. Champlin
RCA WEALTH STRATEGIES LLC
Overland Park, KS 66210
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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.
Jace William Champlin is a licensed insurance agent. RCA Assurance Strategies, LLC; agent; Not Investment Related; 11011 King Street Ste 150 Overland Park KS 66210; Description: Insurance agency promoting life insurance and fixed annuities; Responsibilities: Implement life insurance and fixed annuities with clients; Start date: 2025-06-01; 8 Hours per month devoted to business during trading hours; 8 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. Federal Benefits Information Center; Regional Educator; Not Investment Related; 9040 Town Center Parkway Lakewood Ranch FL 34202; Description: Marketing organization that specializes in educating federal employees on their benefits now and for retirement; Responsibilities: Meeting with federal employees and educating them on how to best use their benefits today and for retirement; Start date: 2025-06-01; 16 Hours per month devoted to business during trading hours; 16 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business.
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®
NoneExperience
Current
October 27, 2021 - Present
RCA WEALTH STRATEGIES LLC
Office #1: 11011 King Street Suite 150, Overland Park, KS 66210RIA
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
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/29/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 575 |
| AUM (Assets Under Management) | $ 54,656,000 |
Red Flags
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Company Information
RCA WEALTH STRATEGIES LLC
CRD#: 315915Overland Park, KS 66210TRUST BUT VERIFY
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