Grant Thomas Stiles

Employer firm

Rise Retirement, LLC CRD 299026

$71.6M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Rise Retirement, Llc

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	2021-12-02
KS	RA	APPROVED	2021-12-01

LA RA
APPROVED

Since 2025-01-09
MO RA
APPROVED

Since 2021-12-02
KS RA
APPROVED

Since 2021-12-01

Branch Locations

710 Se Third Street, Lee'S Summit, MO 64063 • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	06/2016	12/2021
Rise Consulting, Llc	Lee'S Summit	MO	12/2021	Present
The Leaders Group, Inc.	Littleton	CO	06/2022	10/2022

06/2016 → 12/2021

Creative Planning

Overland Park, KS
12/2021 → Present

Rise Consulting, Llc

Lee'S Summit, MO
06/2022 → 10/2022

The Leaders Group, Inc.

Littleton, CO

Previous Registrations

2016-06-23 → 2021-12-01

Creative Planning

Leawood, KS

Overland Park, KS

Overland Park, KS
2007-12-14 → 2008-05-14

Waddell & Reed

Independence, MO

Other Businesses

1.) RISE CONSULTING LLC - 12/1/2021 - 710 SE 3rd St; Lee's Summit MO 64063 - Chief Investment Officer/Chief Compliance Officer, Developing investment models, placing trades, overseeing firm compliance, Invt Rel, Financial Consulting/RIA firm, 50 hrs/mo; 30hrs/mo (during trading hours).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-13

S66 Uniform Combined State Law Examination

2007-12-13

Designations

Certified Financial Planner

Other Names

Grant T Stiles
Grant Stiles

View on SEC IAPD