Kirby R. Cundiff
FEFA FINANCIAL
Saint Louis, MO 63088
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CRD#: 7320179
Professional summary
Kirby Ray Cundiff, CFP® is a registered financial advisor currently at FEFA FINANCIAL located in Saint Louis, Missouri.
Kirby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kirby has worked at 2 firms .
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.
1.) UNIVERSITY OF MARYLAND GLOBAL CAMPUS; NOT INVESTMENT RELATED; 1616 MCCORMICK DRIVE, LARGO, MD 20774; UNIVERSITY; ACCOUNTING AND FINANCIAL MANAGEMENT EDUCATION; START DATE 01/2017; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; ADJUNCT PROFESSOR OF ACCOUNTING AND FINANCIAL EDUCATION. 2.) Personal Investing, Real Estate Rentals, Investment and Tax Consulting, Educational Consulting. Most of my personal income comes from equity investments, rental income does not go to me but pays for the maintenance of an estate co-owned by my brother. Consulting income varies from year to year.
CRS (Client Relationship Summary) - RIA
Click below to view Kirby Ray Cundiff'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®
CFP®
Start date: 2008
Experience
Current
May 30, 2023 - Present
FEFA FINANCIAL
Office #1: 530 Vance Road, Saint Louis, MO 63088RIA
CRD#: 324833
Saint Louis, MO
Past
January 21, 2021 - July 6, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
St. Louis, MO
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".
FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL
CRD#: 324833 / SEC#: 801-127960
RIA
Registered Investment Advisory firm - (5/11/2023 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
Illinois(10/29/2024)
IAR
Missouri(5/30/2023)
Exams
Current Firm
FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL
CRD#: 324833 / SEC#: 801-127960
RIA
Registered Investment Advisory firm - (5/11/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
530 Vance Road, Saint Louis, MO 63088
Mailing Address
Phone number
(314) 530-0500
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,203 |
| AUM (Assets Under Management) | $ 294,753,665 |
Red Flags
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Company Information
FEFA FINANCIAL
CRD#: 324833Saint Louis, MO 63088TRUST BUT VERIFY
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