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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 | 2021-12-02 |
| KS | RA | APPROVED | 2021-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-13 |
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