EK
CFP · ChFC
EK
CFP · ChFC

Edwin Kerley

40 Years of Experience
Kansas CIty, MO
BrokerSells Insurance

Edwin Kerley is a CFP, ChFC-designated registered investment advisor, based in Kansas CIty, MO, with 40 years of industry experience.

Location

1 Ward Pkwy, Kansas CIty, MO, 64112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Edwin receives trails on previous health insurance business, dedicating minimal time to this activity. He is also a Senior Vice President at Country Club Bank - Country Club Wealth Solutions, providing financial planning services, which is a full-time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Previous Registrations
Money Concepts Capital CORPBroker
June 2018 - February 2026 · 7 yrs 8 mos
Money Concepts Advisory Service
June 2018 - February 2026 · 7 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
September 2001 - June 2006 · 4 yrs 9 mos
Lincoln Financial Advisors Corporation
September 1999 - June 2018 · 18 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - June 2018 · 20 yrs
Cigna Financial Advisors,inc.Broker
November 1989 - June 1998 · 8 yrs 7 mos
W. S. Griffith & CO., INC.Broker
June 1985 - November 1989 · 4 yrs 5 mos
State Registrations17 states
ARAZCOFLILKSMAMDMEMIMOMTNYTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.