Inactive

Nicholas Randall Allen

Craft & Sage Wealth

Kansas City, MO

Claim This Profile

Current Employers

Craft & Sage Wealth

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-03-17

MO RA
APPROVED

Since 2025-03-17

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

Organization	City	State	From	To
Craft&Sage Wealth	Kansas City	MO	12/2024	Present
N/A	Overland Park	KS	09/2014	05/2023
Outdoor Bank	Overland Park	KS	07/2023	11/2024

12/2024 → Present

Craft&Sage Wealth

Kansas City, MO
09/2014 → 05/2023

N/A

Overland Park, KS
07/2023 → 11/2024

Outdoor Bank

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-07

S65 Uniform Investment Adviser Law Examination

2025-03-07

Other Names

Nick Allen

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

DOMINION PORTFOLIO MANAGEMENT, INC.

COPPER FINANCIAL

OSAIC WEALTH, INC.

MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO

SETH ALLAN KEETHLER

William Scott Wiley

Frederick G Prewitt

JOSEPH MARINO ST GEORGE

ADELINE ELIZABETH KROPF

Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO

LPL FINANCIAL LLC · Kansas City, MO

U.S. BANCORP ADVISORS, LLC · Kansas City, MO

EDWARD JONES · KANSAS CITY, MO

DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO

COPPER FINANCIAL · Kansas City, MO

OSAIC WEALTH, INC. · KANSAS CITY, MO

EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor