# COUNTRY CLUB FINANCIAL SERVICES, INC.

COUNTRY CLUB FINANCIAL SERVICES, INC. of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 29807
- Type: SEC-registered investment adviser
- SEC file number: 801-61022
- Location: ONE WARD PARKWAY, KANSAS CITY, MO, 64112
- Phone: 816-751-9334
- Latest filing: 2018-03-31
- Regulatory AUM: $7.5M
- Non-discretionary AUM: $7.5M
- Clients: 1
- Accounts: 14

## Officers, owners & control persons (43)

_Showing 25 of 43 people._

| Name | Role | Location |
| --- | --- | --- |
| MILLER DAVID | SR VP | — |
| HANSON ASHLY CARTER | DIRECTOR | — |
| PANKNIN STEVE WALLACE | DIRECTOR | — |
| THOMPSON PAUL JOSEPH | DIRECTOR | — |
| CONERY LYNN STEINER | PRESIDENT, DIRECTOR; SENIOR VICE PRESIDENT; SR. VP | — |
| RICHARDS EVELYN DORTHULA | FINANCIAL OPERATIONS PRINCIPAL | — |
| YE JOHN MORRIS | CEO, PRESIDENT; PRESIDENT; PRESIDENT/CHIEF OPERATIONS OFFICER/DIRECTOR (+2 more) | — |
| DERSHEMVEGA SANDRA LYNNE | PRESIDENT, CCO, FINANCIAL OPERATIONS PRINCIPAL, DIRECTOR; SENIOR OPERATIONS MANAGER; SR VP - CCO, FINANCIAL OPERATIONS PRINCIPAL (+3 more) | — |
| MENIHAN PETER GEORGE | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| CLIFFORD KEVIN JEROLD | SR. VICE PRESIDENT | — |
| SODEN STEPHEN STANLEY | CHAIRMAN, CEO; CHAIRMAN, CEO, DIRECTOR; DIRECTOR | — |
| JOHANSEN HERMAN JOHN | SR. VICE PRESIDENT | — |
| WELSH RICHARD JOSEPH | VICE PRESIDENT | — |
| MARSO KEITH PATRICK | SENIOR VICE PRESIDENT | — |
| BLAKE DAIL BROWN | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| KINSEY JO E | DIRECTOR | — |
| WERNING MICHAEL CHARLES | DIRECTOR | — |
| BUCKNER ROBERT H | DIRECTOR; SECRETARY | — |
| WHITE KENT | DIRECTOR | — |
| CARTER GRETCHEN MARIE | DIRECTOR | — |
| KOEHLER LAWRENCE EDWARD | DIRECTOR | — |
| FLEMING SCOTT THOMAS | DIRECTOR | — |
| HENNESSY KEVIN PAUL | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| GROSS MICHAEL RANDOLPH | SR VICE PRESIDENT | — |
| MCGANNON MICHAEL TEALL | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/29807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/29807/similar
- Related entities: https://search.stillhousedata.com/firm/29807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/29807

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.