AW
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.
1. WHERE THERE'S A WILT THERE'S A WAY, LLC DBA YOUR MEDICARE HELPERS POSITION: Principal/Member NATURE: LLC filing as a Subchapter S This is an insurance agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 6736 Rockhill Road, Kansas City MO 64131, United States DESCRIPTION: Formed an insurance agency (anLLC) along with my husband who has been aMedicare supplement insurance broker for the past 7 years. As part of his business continuation strategy, and for me to be able to collect any renewals upon his death or retirement, I needed to become licensed to sell Medicare supplements.I have just passed the certification tests and will be applying to sell Medicare supplement (and Medicare Advantage) plans. I anticipate starting in late May 2020. 2. ASH BROKERAGE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2020 ADDRESS: 11020 Oakmont, Overland Park KS 66210, United States DESCRIPTION: Ash is the broker I contact when I have a client needing fixed products or life/health/long term care insurance. 3. NORTHEAST KANSAS CITY CHAMBER OF COMMERCE POSITION: board member NATURE: non-profit corporation under Section 501c6 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 6400 Independence Ave, Kansas City MO 64105, United States DESCRIPTION: I am 1 of 11 directors serving on the NE KC Chamber of Commerce Board of Directors. As such, I will help to oversee the business and affairs of the Chamber.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Jean Wilt'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
June 27, 2023 - Present
CRAFT & SAGE WEALTH
Office #1: 11 East Gregory Blvd Suite 200c, Kansas City, MO 64114RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
