Best Investors Account Sign in
Inactive

Kael Stoaks

Cetera Planning Partners

Westminster, CO

Leawood, KS

Claim This Profile
Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-22
KS RA APPROVED 2020-07-17
  • CO RA
    APPROVED
    Since 2025-01-22
  • KS RA
    APPROVED
    Since 2020-07-17

Branch Locations

Westminster, CO • United States

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 06/2017 07/2020
Starbucks Kansas City MO 03/2017 06/2017
Intellifarms Archie MO 06/2016 02/2017
Bank Of America, N.A. Leawood KS 11/2017 07/2020
Cetera Planning Partners Leawood KS 07/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-25
  • S66 Uniform Combined State Law Examination
    2017-09-25
Other Names
  • Kael Stoaks
  • Kael Rex Stoaks

View on SEC IAPD

More in Westminster, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor