Douglas George Ciocca

Employer firm

Kavar Capital Partners CRD 311744

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• RETIREMENT PLAN CONSULTING; CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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

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

Current Employers

Employment History

• 01/2011 → 12/2020
  Kavar Capital Partners, Llc
  Leawood, KS
• 01/2021 → Present
  Kavar Capital Partners Group, Llc
  Leawood, KS

Previous Registrations

• 2011-02-11 → 2020-12-31
  Kavar Capital Partners, Llc
  Leawood, KS
• 2007-04-17 → 2011-02-01
  Securian Financial Services, Inc.
  Leawood, KS
  Omaha, NE
  Overland Park, KS
• 1999-10-29 → 2007-05-11
  Fas Wealth Partners, Inc.
  Leawood, KS
• 2004-03-18 → 2006-03-03
  Weldon Capital Management, Ltd.
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-16
• S63 Uniform Securities Agent State Law Examination
  1994-12-30

Other Names

• Douglas George Ciocca