Austin Kaufmann

STORYONE FAMILY OFFICE

OVERLAND PARK, KS 66210

Some features on this profile are disabled

CRD#: 7977770

Professional summary

Austin Kaufmann is a registered financial advisor currently at STORYONE FAMILY OFFICE located in Overland Park, Kansas.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Austin has worked at 2 firms 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.

1) Financial Independence Group; Investment related: Yes; 12022 Blue Valley Parkway Overland Park KS 66213; Sell insurance; Insurance Agent; Produce insurance policies for existing clients; Start date: 2024-10-01; 1 Hours per month during trading hours; 1 Hours per month outside trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Kaufmann'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®

None

Experience

Current

March 17, 2025 - Present

STORYONE FAMILY OFFICE

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

RIA

CRD#: 331394

OVERLAND PARK, KS

Past

September 30, 2024 - February 10, 2025

49 FINANCIAL

RIA

CRD#: 319484

Overland Park, KS

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
(3/17/2025)

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: 9/30/2024

Uniform Investment Adviser Law 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Austin Kaufmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Kaufmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

STORYONE FAMILY OFFICE

49 FINANCIAL

Primary Firm SEC Registration

STORYONE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2024

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

Similar Advisors