Megan M. Brenner
CRAFT & SAGE WEALTH
KANSAS CITY, MO 64108
Some features on this profile are disabled
CRD#: 6121402
Professional summary
Megan Marie Brenner, CFP®, who also goes by Megan Marie Moulder, is a registered financial advisor currently at CRAFT & SAGE WEALTH located in Kansas City, Missouri.
Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Megan has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan Marie Moulder
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. NFL POSITION: Game Day Assistant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 1 Arrowhead Drive, Kansas City MO 64129, United States DESCRIPTION: I am a Game Day Assistant for the NFL and serve as an Instant Replay Field Technician. 2. CHRISTY FAMILY PROPERTIES, LLC POSITION: Bookkeeper NATURE: This is a real estate company that I do Quickbooks for (i.e. balance the checkbook and log receipts) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 435 Hillcrest Rd East, Lake Quivira KS 66217, United States DESCRIPTION: Balance the checkbook in Quickbooks and log business expense receipts 3. PIMA, LLC POSITION: Bookkeeper NATURE: Balancing checkbook in Quickbooks and logging business receipts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 435 Hillcrest Rd East, Lake Quivira KS 66217, United States DESCRIPTION: Balancing checkbook in Quickbooks and logging business receipts 4. CBPM, LLC POSITION: Bookkeeper NATURE: Balancing checkbook in Quickbooks and logging business receipts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 435 Hillcrest Rd East, Lake Quivira KS 66217, United States DESCRIPTION: Balancing checkbook in Quickbooks and logging business receipts
CRS (Client Relationship Summary) - RIA
Click below to view Megan Marie Brenner'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®
CFP®
Start date: 2022
Experience
Current
June 27, 2023 - Present
CRAFT & SAGE WEALTH
Office #1: 2500 Summit Street #103, Kansas City, MO 64108RIA
CRD#: 323565
KANSAS CITY, MO
Past
June 16, 2022 - June 20, 2023
OSAIC WEALTH, INC.
RIA
CRD#: 23131
KANSAS CITY, MO
Past
July 11, 2015 - June 20, 2023
OSAIC WEALTH, INC.
BD
CRD#: 23131
KANSAS CITY, MO
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
Kansas(6/27/2023)
IAR
Missouri(6/27/2023)
Exams
State Security Law 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.
Company Information
CRAFT & SAGE WEALTH
CRD#: 323565Kansas City, MO 64108TRUST BUT VERIFY
Monitor Megan Brenner
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
