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Mychal Masterson

Collaborative Portfolio Management

Overland Park, KS

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Current Employers
Collaborative Portfolio Management

10985 Cody Street Suite 140, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-01-13
MO RA APPROVED 2025-01-13
  • KS RA
    APPROVED
    Since 2025-01-13
  • MO RA
    APPROVED
    Since 2025-01-13

Branch Locations

10985 Cody Street Suite 140, Overland Park, KS 66210 • 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
Capital Portfolio Management Llc Overland Park KS 09/2022 12/2024
Unum Overland Park KS 08/2020 09/2022
Mcdonalds Columbia MO 06/2020 08/2020
Stj Holdings Columbia MO 05/2019 06/2020
Precision Sem Columbia MO 02/2016 05/2019
Collaborative Portfolio Management Overland Park KS 12/2024 Present
  • 09/2022 → 12/2024
    Capital Portfolio Management Llc
    Overland Park, KS
  • 08/2020 → 09/2022
    Unum
    Overland Park, KS
  • 06/2020 → 08/2020
    Mcdonalds
    Columbia, MO
  • 05/2019 → 06/2020
    Stj Holdings
    Columbia, MO
  • 02/2016 → 05/2019
    Precision Sem
    Columbia, MO
  • 12/2024 → Present
    Collaborative Portfolio Management
    Overland Park, KS
Previous Registrations
  • 2024-05-24 → 2024-12-03
    Capital Portfolio Management L.L.C.
    Topeka, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-24
  • S65 Uniform Investment Adviser Law Examination
    2024-05-24

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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