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Brian Olaf Gloe

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 2023-07-03
  • MO RA
    APPROVED
    Since 2023-07-03

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
Massmutual Life Insurance Company Overland Park KS 07/2011 03/2017
Mml Investor Services Overland Park KS 07/2011 03/2017
Premier Financial Partners Kansas City MO 03/2017 06/2022
Royal Alliance Associates St Louis MO 03/2017 06/2023
Craft & Sage Wealth Kansas City MO 06/2023 Present
  • 07/2011 → 03/2017
    Massmutual Life Insurance Company
    Overland Park, KS
  • 07/2011 → 03/2017
    Mml Investor Services
    Overland Park, KS
  • 03/2017 → 06/2022
    Premier Financial Partners
    Kansas City, MO
  • 03/2017 → 06/2023
    Royal Alliance Associates
    St Louis, MO
  • 06/2023 → Present
    Kansas City, MO
Previous Registrations
  • 2017-03-31 → 2023-07-06
    St. Louis, MO
    Kansas City, MO
  • 2017-11-15 → 2022-07-06
    Premier Financial Partners, Llc
    Kansas City, MO
  • 2013-03-06 → 2017-02-02
    Overland Park, KS
    Mission Hills, KS
Other Businesses

1) BRIAN GLOE - GROUP BENEFITS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/02/2010 ADDRESS: 1535 Walnut #107, Kansas City MO 64108, United States DESCRIPTION: I provide group benefits such as group medical insurance services. I also provide life insurance services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-12
S63 Uniform Securities Agent State Law Examination 2009-07-25
  • S65 Uniform Investment Adviser Law Examination
    2013-02-12
  • S63 Uniform Securities Agent State Law Examination
    2009-07-25
Other Names
  • Brian Gloe

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