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Kim Marie Cangelose

Cbiz Investment Advisory Services, LLC

Kansas City, MO

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-04-14
  • MO RA
    APPROVED
    Since 2026-04-14

Branch Locations

700 W 47Th Street Suite 1100, Kansas City, MO 64112 • 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
Bank Of Blue Valley Overland Park KS 08/2013 11/2016
Waddell & Reed, Inc Shawnee Mission KS 03/2019 05/2021
Mutual Of Omaha Omaha NE 11/2017 03/2019
Intellicents Inc Overland Park KS 11/2016 11/2017
Lpl Financial, Llc Overland Park KS 07/2021 01/2023
The Pinnacle Financial Group Overland Park KS 07/2021 01/2023
Pentegra Services, Inc. White Plains NY 01/2023 05/2024
Pentegra Distributors, Inc. White Plains NY 01/2023 05/2024
Cbiz Kansas City MO 05/2024 Present
  • 08/2013 → 11/2016
    Bank Of Blue Valley
    Overland Park, KS
  • 03/2019 → 05/2021
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 11/2017 → 03/2019
    Mutual Of Omaha
    Omaha, NE
  • 11/2016 → 11/2017
    Intellicents Inc
    Overland Park, KS
  • 07/2021 → 01/2023
    Lpl Financial, Llc
    Overland Park, KS
  • 07/2021 → 01/2023
    The Pinnacle Financial Group
    Overland Park, KS
  • 01/2023 → 05/2024
    Pentegra Services, Inc.
    White Plains, NY
  • 01/2023 → 05/2024
    Pentegra Distributors, Inc.
    White Plains, NY
  • 05/2024 → Present
    Cbiz
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-14
S63 Uniform Securities Agent State Law Examination 2021-02-24
  • S65 Uniform Investment Adviser Law Examination
    2026-04-14
  • S63 Uniform Securities Agent State Law Examination
    2021-02-24
Other Names
  • Kim Marie Dirosa
  • Kimmarie Dirosa
  • Kimmarie Cangelose

View on SEC IAPD

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