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Stephen Andrew Phillips

Caliber Wealth Management, LLC

Overland Park, KS

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Current Employers
Caliber Wealth Management, Llc

6201 College Blvd Suite 650, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-16
KS RA APPROVED 2024-07-15
  • TX RA
    APPROVED
    Since 2024-07-16
  • KS RA
    APPROVED
    Since 2024-07-15

Branch Locations

6201 College Blvd Suite 650, Overland Park, 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
Unemployed Merriam KS 01/2022 04/2022
Kansas State University Manhattan KS 08/2013 05/2017
Growing Concerns Inc Manhattan KS 09/2015 05/2017
Financial Strategies Inc Brookfield WI 06/2017 09/2017
Larrison Construction Inc Independence MO 10/2017 04/2018
Raymond James Financial Services, Inc Overland Park KS 04/2018 10/2019
Raymond James Financial Services, Inc Overland Park KS 10/2019 12/2021
Keating & Associates Overland Park KS 04/2018 12/2021
Ups Lenexa KS 04/2022 08/2022
The Signatry Overland Park KS 08/2022 07/2023
Unemployed Merriam KS 07/2023 10/2023
Raymond James Financial Services, Inc. Overland Park KS 10/2023 10/2024
Raymond James Financial Services Advisors, Inc. Overland Park KS 10/2023 10/2024
Caliber Wealth Management Overland Park KS 10/2023 Present
  • 01/2022 → 04/2022
    Unemployed
    Merriam, KS
  • 08/2013 → 05/2017
    Kansas State University
    Manhattan, KS
  • 09/2015 → 05/2017
    Growing Concerns Inc
    Manhattan, KS
  • 06/2017 → 09/2017
    Financial Strategies Inc
    Brookfield, WI
  • 10/2017 → 04/2018
    Larrison Construction Inc
    Independence, MO
  • 04/2018 → 10/2019
    Raymond James Financial Services, Inc
    Overland Park, KS
  • 10/2019 → 12/2021
    Raymond James Financial Services, Inc
    Overland Park, KS
  • 04/2018 → 12/2021
    Keating & Associates
    Overland Park, KS
  • 04/2022 → 08/2022
    Ups
    Lenexa, KS
  • 08/2022 → 07/2023
    The Signatry
    Overland Park, KS
  • 07/2023 → 10/2023
    Unemployed
    Merriam, KS
  • 10/2023 → 10/2024
    Raymond James Financial Services, Inc.
    Overland Park, KS
  • 10/2023 → 10/2024
    Overland Park, KS
  • 10/2023 → Present
    Caliber Wealth Management
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-24
  • S66 Uniform Combined State Law Examination
    2020-02-24
Designations

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