Kevin Wayne Stone

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 01/2017
  American Century Investment Services, Inc.
  Leawood, KS
• 01/2017 → 12/2021
  Missionsquare Wealth Management
  Washington, DC
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Kansas City, MO
• 12/2021 → 03/2026
  Country Club Trust Company
  Kansas City, MO
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Kansas City, MO

Previous Registrations

• 2017-03-08 → 2021-12-15
  Missionsquare Retirement
  Greenwood, MO
  Washington, DC
  Lee's Summit, MO
• 2004-11-10 → 2012-12-31
  American Century Advisory Services, Inc.
  Leawood, KS
• 2004-06-17 → 2004-10-29
  Walnut Street Securities, Inc.
  Lee'S Sumit, MO
• 2002-10-07 → 2003-08-07
  American Century Advisory Services, Inc.
  Kansas City, MO

Other Businesses

(1)Name of Business: First Investments and Planning Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: First National Bank of Omaha Address: 1 Ward Pkwy, Kansas City, MO, 64112-2169, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-11
• S65 Uniform Investment Adviser Law Examination
  2002-11-06

Designations

• Certified Financial Planner

Other Names

• Kevin Wayne Stone