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Inactive

Gerhart Keith Kloiber

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-02-08
KS RA APPROVED 2017-05-23
  • TX RA
    APPROVED_RES
    Since 2019-02-08
  • KS RA
    APPROVED
    Since 2017-05-23

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Montage Securities Leawood KS 11/2014 04/2017
Firstpoint Financial Leawood KS 11/2014 04/2017
Mariner Wealth Advisors Leawood KS 11/2014 04/2017
Creative Planning Overland Park KS 05/2017 Present
  • 11/2014 → 04/2017
    Montage Securities
    Leawood, KS
  • 11/2014 → 04/2017
    Firstpoint Financial
    Leawood, KS
  • 11/2014 → 04/2017
    Mariner Wealth Advisors
    Leawood, KS
  • 05/2017 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
  • 2015-03-17 → 2017-04-25
    Mariner
    Overland Park, KS
  • 2015-07-09 → 2017-04-25
    Mariner Wealth Advisors
    Overland Park, KS
  • 2015-05-21 → 2017-03-22
    Firstpoint Financial, Llc
    Overland Park, KS
  • 2014-12-17 → 2016-01-21
    Firstpoint Financial, Llc
    Leawood, KS
  • 2013-12-13 → 2014-04-29
    Securian Financial Services, Inc.
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-19
  • S66 Uniform Combined State Law Examination
    2013-11-19
Designations
Other Names
  • Gerhart K Kloiber
  • Gery Kloiber

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

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