Brian C Lore

Current Employers

Employment History

• 01/2011 → 08/2020
  Waddell & Reed, Inc.
  Overland Park, KS
• 01/2011 → 05/2021
  Ivy Distributors, Inc.
  Shawnee Mission, KS
• 03/2023 → 05/2025
  Equitable Advisors, Llc
  New York, NY
• 03/2023 → 05/2025
  Equitable
  Charlotte, NC
• 05/2025 → Present
  Principal Life Insurance Company
  Overland Park, KS
• 05/2025 → Present
  Principal Securities, Inc.
  Overland Park, KS
• 05/2021 → 03/2023
  Unemployed
  Overland Park, KS
• 01/2026 → Present
  Blue Valley Wealth Management
  Overland Park, KS

Other Businesses

**STEPS OF FAITH FOUNDATION POSITION: Board member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2018 ADDRESS: 10740 Nall Ave., Suite 215, Overland Park KS 66211, United States DESCRIPTION: Steps of Faith is a nonprofit public charity dedicated to providing prosthetic care, hope, and comfort to amputees needing financial support. We help uninsured and underinsured amputees get the prosthetic limbs they need. We restore mobility, we restore possibilities. **ABILITY KC POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 3011 Baltimore Ave, Kansas City MO 64108, United States DESCRIPTION: Serving thousands of individuals and their families annually, Ability KC is the longest-standing comprehensive outpatient medical rehabilitation facility in Kansas City that is nationally accredited and recognized as a leader in value-based care. **BLUE VALLEY WEALTH MANAGEMENT (DBA) POSITION: Managing Partner NATURE: Fee-based Financial Planning Life Insurance/ Annuities Financial Strategies/ Needs Analysis Mutual Funds/Securities/ VA/ VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2026 ADDRESS: 11101 Switzer Road, Overland Park KS 66061, United States DESCRIPTION: Business Name: Blue Valley Wealth Management (a trade name of Lore Advisory Group, LLC). Role: Provides financial planning and investment-related services to individuals, families, and business owners, focusing on long-term financial strategies and risk management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-27
• S65 Uniform Investment Adviser Law Examination
  2023-08-10

Other Names

• Brian Clifford Lore