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Proactive Capital Management, Inc. CRD 297791
$171M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1414 Sw Ashworth Place Suite 200, Topeka, KS 66604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-08-02 |
Branch Locations
1414 Sw Ashworth Place Suite 200, Topeka, KS 66604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Excel | Topeka | KS | 01/2011 | 06/2017 |
| Ae Wealth Management Llc | Topeka | KS | 02/2016 | 06/2017 |
| Legacy Financial Strategies, Llc | Overland Park | KS | 07/2017 | 07/2018 |
| Proactive Capital Management, Inc. | Topeka | KS | 08/2018 | Present |
| Proactive Capital Management, Inc. | Topeka | KS | 09/2022 | Present |
Co-Owner of 1813 Properties, LLC, 3/26/2019. 17328 S Schweiger Dr Olathe, KS 66062 Not investment-related. This company owns residential real estate rental properties. Duties are to help in identifying properties and tenants. Spend 10 hours/month, less than 1 hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-02 |
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