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7300 W. 110Th Street Suite 700, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| KS | RA | APPROVED | 2014-08-07 |
| TX | RA | APPROVED_RES | 2014-07-14 |
| MO | RA | APPROVED | 2014-07-09 |
Branch Locations
7300 W. 110Th Street Suite 700, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Overland Park Wealth Management Llc | Overland Park | KS | 05/2014 | Present |
Kansas Public Employees Retirement System; Investment Related=Yes; 611 S. Kansas Ave, Topeka, KS 66603; Role=Trustee; Start Date=November 5, 2019; 14 meetings per month, 6 hours per meeting; Board Duties:Reviews and adopts actuarial assumptions and reviews employer contribution rates. Determines an appropriate asset allocation mix. Establishes and follows investment policies and guidelines. Hires and monitors the performance of investment managers. Hires and monitors the performance of various other service providers, including actuaries, consultants, advisors and custodians. Hires and monitors the performance of the executive director (chief executive officer).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-19 |
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