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CB

Cameron Bond

STORYONE FAMILY OFFICE
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 6735424
CB

Professional summary

Cameron Bond, CFP® is a registered financial advisor currently at STORYONE FAMILY OFFICE located in Overland Park, Kansas.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cameron has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Bond'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

June 19, 2024 - Present

STORYONE FAMILY OFFICE

Office #1: 7501 College Blvd Suite 120, Overland Park, KS 66210
RIA
CRD#: 331394
OVERLAND PARK, KS
Past

October 11, 2019 - July 15, 2024

KEEL POINT, LLC

RIA
CRD#: 127902
Leawood, KS
Past

October 31, 2017 - July 15, 2024

KEEL POINT CAPITAL, LLC

BD
CRD#: 6769
LEAWOOD, 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".
SF
STORYONE FAMILY OFFICE
STORYONE FAMILY OFFICE | STORYONE LLC

CRD#: 331394 / SEC#: 801-130451

RIA
Registered Investment Advisory firm - (6/7/2024 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
(6/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/5/2018
Uniform Combined 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: 10/31/2017
General Securities Representative Examination

Current Firm

SF
STORYONE FAMILY OFFICE
STORYONE FAMILY OFFICE | STORYONE LLC

CRD#: 331394 / SEC#: 801-130451

RIA
Registered Investment Advisory firm - (6/7/2024 Approved)
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Contact information

Main Address
7501 College Blvd Suite 120, Overland Park, KS 66210
Mailing Address
Phone number
(913) 544-0600
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts480
AUM (Assets Under Management)$ 143,514,631

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

STORYONE FAMILY OFFICE

CRD#: 331394Overland Park, KS 66210

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