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Inactive

Zachary Douglas Phillip Livingston

Engage Wealth Advisors, LLC

Overland Park, KS

CRD 7787357

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Employer firm

Engage Wealth Advisors, LLC CRD 289996

$112M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Engage Wealth Advisors, Llc

7285 W. 132Nd Street Suite 140, Overland Park, KS 66213 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-05-06
  • KS RA
    APPROVED
    Since 2024-05-06

Branch Locations

7285 W. 132Nd Street Suite 140, Overland Park, KS 66213 • 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
Engage Wealth Advisors, Llc Overland Park KS 05/2023 Present
A&G, Llc Lenexa KS 03/2020 02/2023
Scheels Overland Park KS 08/2018 03/2020
Price Chopper Overland Park KS 08/2017 08/2018
Jeff Kelly, Inc. Leawood KS 05/2017 08/2019
California Trail Middle School Olathe KS 07/2013 06/2016
Olathe East High School Olathe KS 09/2016 05/2020
  • 05/2023 → Present
    Engage Wealth Advisors, Llc
    Overland Park, KS
  • 03/2020 → 02/2023
    A&G, Llc
    Lenexa, KS
  • 08/2018 → 03/2020
    Scheels
    Overland Park, KS
  • 08/2017 → 08/2018
    Price Chopper
    Overland Park, KS
  • 05/2017 → 08/2019
    Jeff Kelly, Inc.
    Leawood, KS
  • 07/2013 → 06/2016
    California Trail Middle School
    Olathe, KS
  • 09/2016 → 05/2020
    Olathe East High School
    Olathe, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-04
  • S65 Uniform Investment Adviser Law Examination
    2024-05-04

View on SEC IAPD

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