Brian O. Gloe

CRAFT & SAGE WEALTH

KANSAS CITY, MO 64108

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CRD#: 5664769

Professional summary

Brian Olaf Gloe, who also goes by Brian Gloe, is a registered financial advisor currently at CRAFT & SAGE WEALTH located in Kansas City, Missouri.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Gloe

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) BRIAN GLOE - GROUP BENEFITS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/02/2010 ADDRESS: 1535 Walnut #107, Kansas City MO 64108, United States DESCRIPTION: I provide group benefits such as group medical insurance services. I also provide life insurance services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Olaf Gloe'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®

None

Experience

Current

June 30, 2023 - Present

CRAFT & SAGE WEALTH

Office #1: 2500 Summit Street #103, Kansas City, MO 64108

RIA

CRD#: 323565

KANSAS CITY, MO

Past

November 15, 2017 - July 6, 2022

PREMIER FINANCIAL PARTNERS, LLC

RIA

CRD#: 132043

Kansas City, MO

Past

March 31, 2017 - July 6, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

KANSAS CITY, MO

Past

March 21, 2017 - July 6, 2023

OSAIC WEALTH, INC.

CRD#: 23131

KANSAS CITY, MO

Past

March 6, 2013 - February 2, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Mission Hills, KS

Past

August 1, 2011 - February 2, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

Mission Hills, KS

Past

May 22, 2009 - July 5, 2011

NEW ENGLAND SECURITIES

CRD#: 615

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".

CRAFT & SAGE WEALTH

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
(7/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/25/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/4/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/21/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRAFT & SAGE WEALTH

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

SEC notice filing (7 States and Territories)

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 Accounts	1,311
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.

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Advisor Monitoring

Firm Stability Insights

Brian O. Gloe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Olaf Gloe's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER FINANCIAL PARTNERS, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CRAFT & SAGE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2013

Series 63

Date: 7/25/2009

SIE

Date: 10/1/2018

Series 7

Date: 5/4/2017

Series 6

Date: 5/21/2009

Current Firm

CRAFT & SAGE WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRAFT & SAGE WEALTH

TRUST BUT VERIFY

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