Michael Ray Ward

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → 02/2020
  Ameriprise Financial Services, Inc.
  Overland Park, KS
• 02/2020 → 10/2024
  Raymond James Financial Services, Inc.
  Overland Park, KS
• 02/2020 → 10/2024
  Raymond James Financial Services Advisors, Inc.
  Overland Park, KS
• 11/2020 → Present
  Caliber Wealth Management Llc
  Overland Park, KS

Previous Registrations

• 2020-02-20 → 2024-10-02
  Raymond James Financial Services Advisors, Inc
  Overland Park, KS
• 2005-09-20 → 2020-03-02
  Ameriprise Financial Services, Llc
  Overland Park, KS
  Leawood, KS
  Overland Park, KS

Other Businesses

(1) Name of Business: New Life Christian Academy Address: 17935 Moonlight Rd, Gardner, KS, 66030, United States Activity Type: Non profit Position/Title: Chair of the Board, Founder, Officer - President Investment Related: Yes Start Date: 11/23/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chairman - NLCA Board of Directors. (2) Name of Business: Runnin' W Ranch LLC Address: 28836 W 150th St, Gardner, KS, 66030, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing partner / owner of personal investment of land / equipment near Mound City KS. (3) Name of Business: Sunflower Real Estate, LLC Location: Olathe, KS, United States Activity Type: Real estate business. Position/Title: LLC Member/Manager, Investment Related: Yes Start Date: 2026. Hours per month devoted to this business: less that 5 hours per month devoted to this business outside of trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-19

Other Names

• Mike Ray Ward