Madeline R. Bayne

STORYONE FAMILY OFFICE

OVERLAND PARK, KS 66210

CRD#: 6942239

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Professional summary

Madeline Rose Bayne, CFP®, who also goes by Madi Rose Bayne, Madi Bayne, is a registered financial advisor currently at STORYONE FAMILY OFFICE located in Overland Park, Kansas.

Madeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Madeline has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Madi Rose Bayne | Madi Bayne

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 Madeline Rose Bayne'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

Experience

Current

February 27, 2026 - Present

STORYONE FAMILY OFFICE

Office #1: 7501 College Blvd Suite 120, Overland Park, KS 66210

RIA

CRD#: 331394

OVERLAND PARK, KS

Past

January 9, 2024 - July 15, 2024

KEEL POINT, LLC

RIA

CRD#: 127902

Leawood, KS

Past

October 1, 2022 - December 15, 2023

KOOMAN & ASSOCIATES

RIA

CRD#: 322163

ALTOONA, PA

Past

December 3, 2018 - October 13, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ALTOONA, PA

Past

July 26, 2018 - October 13, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ALTOONA, PA

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".

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
(2/27/2026)

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 66

Date: 10/19/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2018

General Securities Representative Examination

Current Firm

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

SEC notice filing (4 States and Territories)

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 Accounts	480
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.

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Firm Stability Insights

Madeline R. Bayne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madeline Rose Bayne's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEEL POINT, LLC

KOOMAN & ASSOCIATES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STORYONE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2018

Current Firm

STORYONE FAMILY OFFICE

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STORYONE FAMILY OFFICE

TRUST BUT VERIFY

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