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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.
Jon S
Series 66
Overland Park, KS
World Class Unlimited, Inc.
Jon Stanfield is a financial advisor at LexAurum Advisors with 18 years of industry experience. He holds a Series 66 designation and has practiced law, providing estate planning, trust administration, military law, financial defense, and expert witness services as a partner at Rees, Kincaid & Stanfield. His prior roles include work at Vsr Advisory Services and Vsr Financial Services. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation approach using low-cost ETFs and other securities, offering discretionary and non-discretionary engagements as well as sub-advisory services to other advisory firms.
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