Madeline Rose Bayne

Employer firm

Storyone Family Office CRD 331394

$259M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2015 → 12/2017
  Market Grille
  Overland Park, KS
• 05/2017 → 08/2017
  State Farm
  Bloomington, IL
• 08/2016 → 12/2017
  University Of Central Missouri
  Warrensburg, MO
• 12/2017 → 02/2018
  Nordstrom Rack
  Overland Park, KS
• 04/2018 → 10/2022
  Raymond James Financial Services, Inc
  Altoona, PA
• 12/2018 → 10/2022
  Raymond James Financial Services Advisors Inc.
  Altoona, PA
• 04/2018 → 12/2023
  Kooman & Associates, Llc
  Altoona, PA
• 06/2024 → Present
  Storyone
  Overland Park, KS
• 01/2024 → 06/2024
  Keel Point
  Leawood, KS

Previous Registrations

• 2024-01-09 → 2024-07-15
  Keel Point, Llc
  Huntsville, AL
  Leawood, KS
• 2022-10-01 → 2023-12-15
  Kooman & Associates
  Altoona, PA
  Greensboro, NC
• 2018-12-03 → 2022-10-13
  Raymond James Financial Services Advisors, Inc
  Altoona, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-19

Designations

• Certified Financial Planner

Other Names

• Madi Bayne
• Madi Rose Bayne