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Bryson C Slater

Caliber Wealth Management, LLC

Overland Park, KS

CRD 6114648

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Employer firm

Caliber Wealth Management, LLC CRD 331165

$1.76B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Caliber Wealth Management, Llc

6201 College Blvd Suite 650, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-01-14
TX RA APPROVED 2025-01-14
  • KS RA
    APPROVED
    Since 2025-01-14
  • TX RA
    APPROVED
    Since 2025-01-14

Branch Locations

6201 College Blvd Suite 650, Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Gwfs Equities, Inc. Overland Park KS 09/2014 08/2017
Petrovic Financial Services (F/K/A Petrovic Weaver Financial) Prairie Village KS 09/2017 03/2025
Caliber Wealth Management, Llc Overland Park KS 01/2025 Present
  • 09/2014 → 08/2017
    Gwfs Equities, Inc.
    Overland Park, KS
  • 09/2017 → 03/2025
    Petrovic Financial Services (F/K/A Petrovic Weaver Financial)
    Prairie Village, KS
  • 01/2025 → Present
    Caliber Wealth Management, Llc
    Overland Park, KS
Previous Registrations
  • 2019-01-24 → 2025-04-05
    Petrovic Financial Services
    Prairie Village, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-20
  • S63 Uniform Securities Agent State Law Examination
    2012-09-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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