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710 Se Third Street, Lee'S Summit, MO 64063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-09 |
| MO | RA | APPROVED | 2019-11-13 |
| KS | RA | APPROVED | 2018-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rise Consulting, Llc | Lee'S Summit | MO | 09/2018 | Present |
| Rise Agency, Llc | Overland Park | KS | 09/2018 | Present |
| The Retirement Advantage | Appleton | WI | 09/2017 | 03/2019 |
| Principal Securities, Inc. | Des Moines | IA | 07/2016 | 09/2017 |
| Two West Capital Advisors Llc | Kansas City | MO | 01/2019 | 08/2022 |
| The Leaders Group Inc | Littleton | CO | 05/2021 | 07/2022 |
| Two West Capital Advisors Llc | Kansas City | MO | 03/2023 | Present |
| Contract Relationship Manager | Kansas City | MO | 02/2019 | Present |
1.) RISE CPAS LLC - 11/1/2019 - 9300 W 110th Street, Overland Park, KS, 66210 - Owner/Partner, Client acquisition, marketing, practice management, Not Invt Rel, Tax & accounting services, 15 hrs/mo; 15 hrs/mo (during trading hours). 2.) RISE RISK MANAGEMENT LLC - 11/1/2020 - 9300 W 110th Street, Overland Park, KS 66210 - Owner/Partner, Client acquisition, marketing, practice management, Not Invt Rel, P&C Insurance, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) RISE AGENCY LLC - 9/7/2018 - 9300 W 110th Street, Overland Park, KS 66210 - Owner/Managing Partner, General agent/practice management, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) RISE CONSULTING LLC - 9/7/2018 - 710 SE 3rd St; Lee's Summit MO 64063 - Owner/Managing Partner, Generalist and financial advisor/practice management, Invt Rel, RIA, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-29 |
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