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Edward K

Series 63

Overland Park, KS

World Class Unlimited, Inc.

Edward Kratty Jr. is a financial advisor at World Class Unlimited, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at OneDigital Investment Advisors LLC and World Class Unlimited, Inc. (formerly World Class Financial, Inc.). He is also a licensed independent insurance agent in Overland Park, KS. World Class Unlimited, Inc. is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a relative-strength, trend-following investment strategy focused on concentrated portfolios primarily composed of ETFs and mutual funds and also offers tax, payroll, and insurance services.

Active portfolio management Cash flow / budgeting
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Jon S

Series 66

Overland Park, KS

World Class Unlimited, Inc.

Jon Stanfield is a financial advisor at World Class Unlimited, Inc. with 19 years of industry experience. He holds a Series 66 designation and is a partner at Rees, Kincaid & Stanfield, where he assists clients with estate planning, trust administration, military law matters, financial defense, and expert witness services. World Class Unlimited, Inc. provides discretionary investment advisory and financial planning services to individuals, trusts and estates, charitable organizations, and businesses. The firm uses a relative-strength trend-following and technical analysis investment approach, managing concentrated portfolios typically composed of ETFs and mutual funds, alongside tax, payroll, and insurance services.

Active portfolio management Cash flow / budgeting
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