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Dustin Lynn Palmer

Craft & Sage Wealth

Kansas City, MO

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Current Employers
Craft & Sage Wealth

2500 Summit Street #103, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-27
  • MO RA
    APPROVED
    Since 2023-06-27

Branch Locations

2500 Summit Street #103, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Inc Fairfield IA 10/2014 10/2017
Waddell & Reed Overland Park KS 10/2017 05/2018
Lf Wealth Advisors Overland Park KS 05/2018 11/2018
Mylo, Llc Kansas City MO 01/2019 08/2020
Lockton Investment Advisors, Llc Kansas City MO 01/2019 08/2020
Lockton Financial Advisors, Llc Kansas City MO 01/2019 08/2020
Royal Alliance Associates, Inc. Kansas City MO 10/2020 06/2023
Craft & Sage Wealth Kansas City MO 06/2023 Present
  • 10/2014 → 10/2017
    Cambridge Investment Research Inc
    Fairfield, IA
  • 10/2017 → 05/2018
    Waddell & Reed
    Overland Park, KS
  • 05/2018 → 11/2018
    Lf Wealth Advisors
    Overland Park, KS
  • 01/2019 → 08/2020
    Mylo, Llc
    Kansas City, MO
  • 01/2019 → 08/2020
    Kansas City, MO
  • 01/2019 → 08/2020
    Lockton Financial Advisors, Llc
    Kansas City, MO
  • 10/2020 → 06/2023
    Royal Alliance Associates, Inc.
    Kansas City, MO
  • 06/2023 → Present
    Kansas City, MO
Previous Registrations
Other Businesses

1. PREMIER NETWORK POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/11/2021 ADDRESS: 1535 Walnut Street, Suite 107, Kansas City MO 64108, United States DESCRIPTION: I will be gathering customer data for Property and Casualty insurance quotes. Data will be sent to Liberty office of Premier Network who will run quotes. Client relationship will be handled by me. 2. AMBER MEADOWS/LAKES HOA POSITION: Board Member NATURE: The HOA governs the Amber Meadows/Lakes neighborhood. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2022 ADDRESS: 5000 W 95th, Suite 280, Prairie Village KS 66207, United States DESCRIPTION: As a HOA Board Member I will approve monthly financial statements for the HOA, review resident requests, approve bids for maintenance/work in the neighborhood, and help organize volunteer efforts for neighborhood activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Designations

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