World Class Unlimited, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
World Class Unlimited, Inc. provides discretionary investment advisory and financial planning services to individuals (including high net worth clients), trusts and estates, charitable organizations, and business entities. In addition to portfolio management and planning, the firm also offers tax, payroll, and insurance services and refers clients to an affiliated insurance agency.
The firm manages client accounts on a discretionary basis after an initial assessment of investment objectives, risk tolerance, and financial circumstances, and provides ongoing monitoring and rebalancing. Its investment implementation emphasizes relative-strength trend-following and technical analysis, typically using concentrated 4–6 position portfolios constructed with ETFs and mutual funds and employing a cash filter to manage exposure.
Noteworthy aspects include the integration of investment advice with accounting-like tax and payroll services and ownership of an insurance agency; associated persons are licensed insurance agents and may earn commissions on insurance sales, a conflict the brochure discloses. The firm also operates on a discretionary-only model, does not participate in wrap-fee or performance-fee programs, and does not vote proxies on client securities.
Client services
Expertise
Fee options
One-time fixed fees for financial planning services (amount negotiable, with up to 50% invoiced upon signing and balance upon completion); ongoing fixed fees invoiced quarterly.
$0 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.15% $500,000 - $999,999: 1.05% $1,000,000+: 0.90%
Commission-based compensation through insurance products sold by licensed insurance agents affiliated with the firm.
$150 per hour with a minimum charge of $500 for financial planning and consulting services; additionally hourly financial consulting services at $150 per hour with a one hour minimum.
Main office
8080 Conser St.
Overland Park KS 66204
Advisors at this office
2
Most active in
Kansas · Missouri
Also doing business as
World Class Financial · World Class Financial, Inc. · World Class Unlimited, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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 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.
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