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Kathryn Suzanne Carver

Nuance Investments, LLC

Kansas City, MO

CRD 6354402

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Employer firm

Nuance Investments, LLC CRD 148534

$984M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Nuance Investments, Llc

4900 Main Street Suite 220, Kansas City, MO 64112 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-11-03
  • MO RA
    APPROVED
    Since 2021-11-03

Branch Locations

4900 Main Street Suite 220, Kansas City, MO 64112 • 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
Creative Planning Leawood KS 06/2014 09/2021
Nuance Investments, Llc Kansas City MO 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-11
  • S65 Uniform Investment Adviser Law Examination
    2014-09-11

View on SEC IAPD

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Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

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