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WR

Warren J. Rusgis

BURCH & COMPANY
KANSAS CITY, MO 64116
CRD#: 7044634
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WR
Warren John Rusgis IIIBURCH & COMPANY

Professional summary

Warren John Rusgis III, who also goes by Warren John Rusgis, Jack Rusgis, is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri and CC CAPITAL ADVISORS LLC located in Mission Woods, Kansas.

Warren is registered as a RR (Registered Representative) and started their career in finance in 2019. Warren has worked at 3 firms and has passed the Series 63, Series 79TO and SIE exams.

Aliases

Warren John Rusgis | Jack Rusgis

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) - BD

Click below to view Warren John Rusgis III'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

January 9, 2025 - Present

BURCH & COMPANY, INC

Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
BD
CRD#: 102280
KANSAS CITY, MO
Current

June 16, 2026 - Present

CC CAPITAL ADVISORS LLC

Office #1: 2001 Shawnee Mission Parkway Suite 110, Mission Woods, KS 66205
BD
CRD#: 338420
MISSION WOODS, KS
Past

March 18, 2019 - December 31, 2024

COUNTRY CLUB FINANCIAL SERVICES, LLC

BD
CRD#: 29807
Mission Woods, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(4/7/2026)
RR
Pennsylvania
(4/14/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/12/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/18/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CC CAPITAL ADVISORS LLC
CC CAPITAL ADVISORS LLC

CRD#: 338420 / SEC#: , 8-71443

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
2001 Shawnee Mission Parkway Suite 110, Mission Woods, KS 66205
Mailing Address
2001 Shawnee Mission Parkway Suite 110, Mission Woods, KS 66205
Phone number
(816) 360-8600
Established
Kansas since 11/20/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
TURNSTONE IB HOLDING COMPANY LLCSOLE SHAREHOLDER
BLEVINS, JOHN HOWARDCHIEF COMPLIANCE OFFICER1983887
HENSE, JOHN IRVIN JRMANAGING PARTNER1349753
SIDERS, STEPHANIE A.MANAGING DIRECTOR5481010

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CC CAPITAL ADVISORS LLC

CRD#: 338420Kansas City, MO 64116

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