Kristin Kay Schroeder

Employer firm

Sound Stewardship, LLC CRD 129755

$285M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2017 → 04/2020
  Fruitful Stewardship Llc
  Overland Park, KS
• 06/2016 → 03/2018
  N/A
  Overland Park, KS
• 03/2023 → 09/2023
  Mission Financial Planning, Inc.
  Mission, KS
• 10/2022 → 12/2022
  Lex Aurum Advisors
  Overland Park, KS
• 05/2020 → 09/2022
  N/A
  Overland Park, KS
• 09/2024 → Present
  Sound Stewardship, Llc
  Overland Park, KS
• 09/2023 → 09/2024
  N/A
  Overland Park, KS

Previous Registrations

• 2023-03-27 → 2023-10-16
  Mission Financial Planning, Inc.
  Mission, KS
• 2018-04-30 → 2020-05-06
  Fruitful Stewardship Llc
  Overland Park, KS
• 2014-09-18 → 2016-07-14
  Voya Financial Advisors, Inc.
  Overland Park, KS
  Columbus, OH
• 2013-02-07 → 2014-03-14
  Cetera Advisors Llc
  Overland Park, KS
• 2010-10-11 → 2011-11-02
  Edward Jones
  St Louis, MO
  Wichita, KS
  Wichita, KS

Other Businesses

Entity: Cake Properties LLC. Nature of Business: Real estate (rental property); not investment related. Your Role: Trustee of the Trust that owns Cake Properties LLC. Involvement: Not involved in daily operations; husband manages the business along with a property manager. Estimated Hours per Month: 0

Exams

• S66 Uniform Combined State Law Examination
  2010-10-08

Designations

• Certified Financial Planner

Other Names

• Kristin Kay Conklin
• Kristin Kay Schroeder