Kevin Stone is a CFP-designated registered investment advisor, based in Kansas City, MO, with 25 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1 Ward Pkwy, Kansas City, MO, 64112
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2026 - Present · 6 mos
Raymond James Financial Services Advisors, INC
March 2026 - Present · 7 mos
Previous Registrations
Missionsquare Retirement
March 2017 - December 2021 · 4 yrs 9 mos
Missionsquare Investment ServicesBroker
March 2017 - December 2021 · 4 yrs 9 mos
American Century Advisory Services, INC.
November 2004 - December 2012 · 8 yrs 1 mo
American Century Investment Services INC.Broker
November 2004 - January 2017 · 12 yrs 2 mos
American Century Brokerage, INC.Broker
November 2004 - December 2012 · 8 yrs 1 mo
Walnut Street Securities, INC.
June 2004 - October 2004 · 4 mos
Walnut Street Securities, INC.Broker
May 2004 - October 2004 · 5 mos
Edward JonesBroker
September 2003 - February 2004 · 5 mos
American Century Advisory Services, INC.
October 2002 - August 2003 · 10 mos
American Century Investment Services INC.Broker
May 1996 - July 2003 · 7 yrs 2 mos
State Registrations13 states
CACOCTFLILKSMDMONJNYTNTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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