Talk to sales Try for Free
Kevin Stone, CFP®

Kevin Stone, CFP®

Investment Consultant

Followers of Kevin Stone, CFP®537 followers
location of Kevin Stone, CFP®Kansas City Metropolitan Area

Connect with Kevin Stone, CFP® to Send Message

Connect

Connect with Kevin Stone, CFP® to Send Message

Connect

  • Timeline

  • About me

    Vice President Financial Planning

  • Education

    • University of Kansas

      1987 - 1991
      Bachelor of Science (BS) Business Administration and Management, General

    • Baker University

      1999 - 2001
      Master of Business Administration (MBA) Business Administration and Management, General

  • Experience

    • American Century Investments

      Jan 1993 - Jan 2017
      Investment Consultant

    • MissionSquare Retirement

      Jan 2017 - Dec 2021

      • Senior Financial Planner

        Jan 2017 - Dec 2021

      • Manager, Financial Planning

        Jan 2017 - Jan 2017

    • Country Club Bank

      Dec 2021 - now
      Vice President Financial Planning

  • Licenses & Certifications

    • Certified Financial Planner Professional

      CFP Board of Standards
      Feb 2012