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Current Employers
Cauble & Harre Wealth Management, Inc.

12977 North 40 Drive Suite 213, St. Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-04-05
TX RA APPROVED 2019-04-05
  • MO RA
    APPROVED
    Since 2019-04-05
  • TX RA
    APPROVED
    Since 2019-04-05

Branch Locations

12977 North 40 Drive Suite 213, St. Louis, MO 63141 • 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
Matter Family Office Clayton MO 08/1998 Present
Cauble & Harre Wealth Management, Inc. Saint Louis MO 04/2019 Present
Previous Registrations
Other Businesses

As of 2016 Kendall is the Board Chairman of the Financial Planning Association. The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. ?FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA's One Connection for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today's CFP® professionals. This is a non-paid, volunteer position for which Kendall serves 10-20 hours per month which does not conflict with his Investment Advisor responsibilities.

Designations

View on SEC IAPD

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