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Current Employers
Clearpath Wealth Management, L.C.

9393 W. 110Th Street, Suite 210, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 1999-02-03
MO RA APPROVED 1998-07-30
  • KS RA
    APPROVED
    Since 1999-02-03
  • MO RA
    APPROVED
    Since 1998-07-30

Branch Locations

9393 W. 110Th St #210, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Butler, Lanz & Wagler, L.C. Overland Park KS 06/1998 Present
Blue River Capital Llc Overland Park KS 03/2014 11/2019
  • 06/1998 → Present
    Butler, Lanz & Wagler, L.C.
    Overland Park, KS
  • 03/2014 → 11/2019
    Blue River Capital Llc
    Overland Park, KS
Previous Registrations
  • 2015-08-27 → 2019-11-01
    Blue River Capital Llc
    Overland Park, KS
Other Businesses

ClearPath Tax & Accounting. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 1/1/2025. Apx 20 hours per month all during trading hours. ClearPath Tax & Accounting II. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 5/10/2024. Apx 20 hours per month all during trading hours. KPN Enterprises. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 20 hours per month all during trading hours. ClearPath Financial Group. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 5 hours per month all during trading hours. ClearPath Consulting & Insurance. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 4/28/2022. Apx 5 hours per month all during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-08
S63 Uniform Securities Agent State Law Examination 1998-02-02
  • S65 Uniform Investment Adviser Law Examination
    1999-01-08
  • S63 Uniform Securities Agent State Law Examination
    1998-02-02
Other Names
  • Tim Lanz

View on SEC IAPD

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