Kerry C. Connealy

GAUGHAN & CONNEALY WEALTH MANAGEMENT

OVERLAND PARK, KS 66211

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CRD#: 6890353

Professional summary

Kerry Christian Connealy is a registered financial advisor currently at GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.

Kerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kerry has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Kerry Christian Connealy'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®

None

Experience

Current

March 15, 2018 - Present

GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Office #1: 4400 College Boulevard, Suite 190, Overland Park, KS 66211

RIA

CRD#: 289808

OVERLAND PARK, KS

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
(3/15/2018)

IAR

Missouri
(3/19/2018)

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: 9/16/2016

Uniform Investment Adviser Law Examination

Current Firm

GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

CRD#: 289808 / SEC#:

Kansas

Registered Investment Advisory firm - (3/15/2018 Approved)

Missouri

Registered Investment Advisory firm - (3/19/2018 Approved)

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Contact information

Main Address

4400 College Boulevard, Suite 190, Overland Park, KS 66211

Mailing Address

Phone number

(913) 262-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kerry C. Connealy

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerry Christian Connealy's CRS (Customer Relationship Summary).

Certified licenses

Experience

GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2016

Current Firm

GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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