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Andrea J. Wilt

CRAFT & SAGE WEALTH
Kansas City, MO 64114
Some features on this profile are disabled
CRD#: 5902573
AW

Professional summary

Andrea Jean Wilt, who also goes by Andrea Jean Hoemeyer, Andrea Jean Hoffman, is a registered financial advisor currently at CRAFT & SAGE WEALTH located in Kansas City, Missouri.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrea has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrea Jean Hoemeyer | Andrea Jean Hoffman

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 Andrea Jean Wilt'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 27, 2023 - Present

CRAFT & SAGE WEALTH

Office #1: 11 East Gregory Blvd Suite 200c, Kansas City, MO 64114
RIA
CRD#: 323565
Kansas City, MO
Past

July 11, 2014 - July 6, 2022

PREMIER FINANCIAL PARTNERS, LLC

RIA
CRD#: 132043
Kansas City, MO
Past

June 25, 2014 - June 23, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
KANSAS CITY, MO
Past

March 31, 2014 - June 23, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
KANSAS CITY, MO
Past

May 17, 2011 - April 4, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
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
IAR
Series 65
Date: 4/14/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/23/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/16/2011
Investment Company Products/Variable Contracts Representative 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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CRAFT&SAGE WEALTH ADV PART 2A (3/13/2026)

Regulatory assets under management

Total Number of Accounts1,408
AUM (Assets Under Management)$ 306,774,409

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 64114

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