DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Christopher K Costello

Curtis Capital Advisorsindependent RIAOverland Park, KsIA-onlyIAPD 2630844

Certified Financial Planner

Feed of 09/14/2026

Also filed as Chris Kyle Costello

At current firm

2 y

since May 1, 2024

In the industry

31 y

since Jul 24, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Presidentreportedcurtisca.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Curtis Capital Advisors independent RIA current
since May 1, 2024 · Overland Park, Ks
Yukon Wealth Management, Inc. independent RIA
Feb 1, 2024 to Mar 4, 2024 · Overland Park, Ks
Morgan Stanley wirehouse
Feb 28, 2023 to Sep 8, 2023 · Overland Park, Ks
Blooom, Inc. former
Jun 27, 2014 to Dec 31, 2022 · Overland Park, Ks
Cetera Planning Partners independent RIA
Feb 17, 2004 to Jan 11, 2021 · Leawood, Ks
Wells Fargo Advisors wirehouse
Jul 1, 2003 to Mar 10, 2004 · Overland Park, Ks
Prudential Equity Group, LLC unclassified
Mar 7, 2002 to Jul 1, 2003 · Overland Park, Ks

Moves

a registration end followed by a registration begin elsewhere

Yukon Wealth Management, Inc. to Curtis Capital Advisors
left Mar 4, 2024, registered May 1, 2024 (58 days) · RIA to RIA
Morgan Stanley to Yukon Wealth Management, Inc.
left Sep 8, 2023, registered Feb 1, 2024 (146 days) · Wirehouse to independent RIA
Blooom, Inc. to Morgan Stanley
left Dec 31, 2022, registered Feb 28, 2023 (59 days) · Other
Cetera Planning Partners to Blooom, Inc.
left Jan 11, 2021, registered Jun 27, 2014 (-2390 days) · Other
Wells Fargo Advisors to Cetera Planning Partners
left Mar 10, 2004, registered Feb 17, 2004 (-22 days) · Other
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Christopher K Costello left Yukon Wealth Management, Inc. for Curtis Capital Advisors (registered 2024-05-01)
Mar 4, 2024 · Advisor changed firm · fact
Christopher K Costello left Morgan Stanley for Yukon Wealth Management, Inc. (registered 2024-02-01)
Sep 8, 2023 · Advisor changed firm · fact
Christopher K Costello left Blooom, Inc. for Morgan Stanley (registered 2023-02-28)
Dec 31, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address