Jeffrey Lee Curtis

Current Employers

Employment History

• 01/1991 → Present
  Curtis & Associates, Inc
  Kansas City, MO
• 08/2015 → Present
  Lion Street Financial
  Prairie Village, KS
• 08/2015 → Present
  Lion Street Advisors
  Prairie Village, KS
• 11/2025 → Present
  Integrity Alliance, Llc.
  Mission, KS
• 11/2025 → Present
  Integrity Alliance, Llc.
  Mission, KS

Previous Registrations

• 2016-03-21 → 2025-11-03
  Lion Street Advisors, Llc
  Mission, KS
  Austin, TX
• 2015-07-17 → 2015-08-19
  Wfg Advisors, Lp
  Prairie Village, KS
• 2012-09-14 → 2015-07-17
  Wfg Advisors, Lp
  Prairie Village, KS
• 2005-01-28 → 2012-10-02
  Kestra Investment Services, Llc
  Prairie Village, KS
  Overland Park, KS

Other Businesses

INDIAN HILLS COUNTRY CLUB, BOARD MEMBER,NOT INVESTMENT RELATED, 6847 TOMAHAWL ROAD MISSION HILLS, KS 66208 2014 0 HRS / MONTH. CRE, LLC POSITION: Owner NATURE: CRE, LLC was created to purchase an office building for Curtis & Associates, Inc. and Curtis & Associates Property & Casualty to work out of. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2018 ADDRESS: 5925 Nall Avenue, Mission KS 66202, United States DESCRIPTION: Property management CURTIS & ASSOCIATES INC POSITION: Owner NATURE: Sales and maintaining client relationships for the following benefits:Corporate BenefitsDisability InsuranceTerm LifeInsurancePermanent LifeInsuranceLTCCorporate Retirement AccountsInvestment Accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1988 ADDRESS: 5925 Nall Avenue, Mission KS 66202, United States DESCRIPTION: Management, sales and maintaining client relationships. CURTIS & ASSOCIATES PROPERTY & CASUALTY POSITION: Owner NATURE: Sales and client account management for personal and commercial property & casualty insurance, work comp insurance, cyber policies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2017 ADDRESS: 5925 Nall Avenue, Mission KS 66202, United States DESCRIPTION: oversee financials, refer clients MFC SCHOLARSHIP POSITION: Committee member NATURE: sponsors scholarships for graduating students at Shawnee Mission East INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2008 ADDRESS: 5925 Nall Avenue, Mission KS 66202, United States DESCRIPTION: review scholarship applications with other committee members and select a scholarship recipient. Maintain scholarship relationships via correspondences.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-27
• S63 Uniform Securities Agent State Law Examination
  1991-08-14