Cameron Bond
Investment adviser representative at Storyone Family Office
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$259.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Storyone Family OfficeJun 2024 to now
- Keel Point Capital, LLCDec 2016 to Jun 2024
- Kansas City Kansas Public School DistrictJun 2006 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (KS).
Storyone Family Office
Legal name: Storyone LLC
$259.4MAssets managed
135Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6735424
- Firm CRD
- 331394