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Overland Park, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-16 |
| MO | RA | APPROVED | 2022-08-23 |
| KS | RA | APPROVED | 2021-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artisan Financial Planning Llc | Overland Park | KS | 09/2021 | Present |
| Kansas City Symphony | Kansas City | MO | 07/1995 | 06/2022 |
Brian Rood is currently volunteers as the Trustee and co-chair of the investment committee at American Federation of Musicians and Employers' Pension Fund and is investment-related. He started this position in August of 2010. This activity accounts for approximately 20% of his time of which 8 hours/week are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-28 |
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