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Caliber Wealth Management, LLC CRD 331165
$1.76B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-16 |
| KS | RA | APPROVED | 2024-07-15 |
Branch Locations
6201 College Blvd Suite 650, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 07/2002 | 02/2020 |
| Raymond James Financial Services, Inc. | Overland Park | KS | 02/2020 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Overland Park | KS | 02/2020 | 10/2024 |
| Compass Planning Group, Llc | Overland Park | KS | 03/2016 | 06/2024 |
| Caliber Wealth Management, Llc | Overland Park | KS | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-26 |
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