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Timothy Alan Groebl

United Capital Financial Advisors

Leawood, KS

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-12-19
  • KS RA
    APPROVED
    Since 2025-12-19

Branch Locations

13401 Mission Rd Ste 203, Leawood, KS 66209 • 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
Lpl Financial Llc Overland Park KS 10/2010 02/2017
V Wealth Management Overland Park KS 02/2012 12/2016
Onedigital Leawood KS 11/2015 12/2025
Triad Advisors, Inc. Norcross GA 02/2017 03/2023
United Capital Investment Advisors, Llc Irving TX 12/2025 Present
  • 10/2010 → 02/2017
    Lpl Financial Llc
    Overland Park, KS
  • 02/2012 → 12/2016
    V Wealth Management
    Overland Park, KS
  • 11/2015 → 12/2025
    Onedigital
    Leawood, KS
  • 02/2017 → 03/2023
    Triad Advisors, Inc.
    Norcross, GA
  • 12/2025 → Present
    United Capital Investment Advisors, Llc
    Irving, TX
Previous Registrations
  • 2015-11-20 → 2026-01-07
    Onedigital
    Overland Park, KS
    Overland Park, KS
    Leawood, KS
  • 2010-11-03 → 2017-01-03
    V Wealth Advisors Llc
    Overland Park, KS
  • 2009-06-23 → 2010-10-11
    Morgan Stanley
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-19
S63 Uniform Securities Agent State Law Examination 2004-12-22
  • S66 Uniform Combined State Law Examination
    2009-06-19
  • S63 Uniform Securities Agent State Law Examination
    2004-12-22

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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