Claudia Leeanne Gray

Employer firm

Nova R Wealth, Inc. CRD 169574

$453M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 11/2020 → 12/2021
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 12/2021 → 07/2026
  Stepp & Rothwell, Inc.
  Overland Park, KS
• 05/2018 → 11/2020
  American Direct
  Lenexa, KS
• 03/2018 → 05/2018
  Sam's Club
  Kansas City, MO
• 02/2018 → 03/2018
  Loomis Us
  Kansas City, MO
• 11/2017 → 02/2018
  Not Employed
  Liberty, MO
• 02/2016 → 11/2017
  Sam's Club
  Saint Joseph, MO
• 08/2026 → Present
  Nova R Wealth, Inc.
  Overand Park, KS

Previous Registrations

• 2023-03-24 → 2026-07-30
  Stepp & Rothwell Inc
  Overland Park, KS

Designations

• Certified Financial Planner

Other Names

• Claudia Leeanne Malott