KC
Kerry C. Connealy
GAUGHAN & CONNEALY WEALTH MANAGEMENT
Overland Park, KS 66211
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CRD#: 6890353
KC
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.
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.
Kerry Christian Connealy is a lawyer. From time to time, he will offer clients advice or products from this activity. Gaughan & Connealy Wealth Management, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Gaughan & Connealy Wealth Management, LLC in their capacity as a lawyer.
Kerry Christian Connealy is a licensed insurance agent. From time
to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Gaughan & Connealy Wealth Management, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the
lan through any representative of Gaughan & Connealy Wealth Management, LLC in their capacity as a licensed insurance agent.
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®
NoneExperience
Current
March 15, 2018 - Present
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC
Office #1: 4400 College Boulevard, Suite 190, Overland Park, KS 66211RIA
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)
Current Firm
G&
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC
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)Upgrade to AdvisorCheck Premium
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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
2
Red Flags
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Company Information
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC
CRD#: 289808Overland Park, KS 66211TRUST BUT VERIFY
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