Paul L. Kanago

CONSOLIDATED ASSET MANAGEMENT

Columbia, MO

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CRD#: 1001125

Professional summary

Paul Leland Kanago is a registered financial advisor currently at CONSOLIDATED ASSET MANAGEMENT, LLC located in Columbia, Missouri.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Paul has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Paul L. Kanago, Insurance- 1701 Katy Lane- sole prop- fixed insurance agent (health, life & LTC)- 8/1/1982- 2% of time- 1 hr/mo/trd hrs- owner in charge of sales and service- noninvestment related. 2. SHCFF- Sacred Heart Catholic Community Foundation- 1115 Locust Street, Columbia, MO 65201- Nonprofit- elected pres of the board- 1/1/2009- 1% of time- 1 hr/mo/trd hrs- will with the assistance of 8 other board members conduct quarterly meetings, help organize foundation activities and oversee the management and disbursement of endowment funds. noninvestment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Leland Kanago's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 30, 2024 - Present

CONSOLIDATED ASSET MANAGEMENT, LLC

RIA

CRD#: 329149

Columbia, MO

Past

July 1, 2015 - February 26, 2024

ALEXANDER LABRUNERIE & CO., INC.

RIA

CRD#: 117153

COLUMBIA, MO

Past

July 1, 2015 - December 31, 2023

LABRUNERIE FINANCIAL SERVICES, INC.

CRD#: 37627

Columbia, MO

Past

July 21, 2009 - June 29, 2015

SSN ADVISORY, INC.

RIA

CRD#: 126090

COLUMBIA, MO

Past

April 24, 2002 - June 29, 2015

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

COLUMBIA, MO

Past

May 3, 1994 - April 24, 2002

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

August 27, 1981 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

August 27, 1981 - May 3, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(1/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/6/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/26/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/15/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/2/1994

General Securities Principal Examination

Current Firm

CONSOLIDATED ASSET MANAGEMENT, LLC

CRD#: 329149 / SEC#:

Missouri

Registered Investment Advisory firm - (1/30/2024 Approved)

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Contact information

Main Address

Columbia, MO

Mailing Address

Phone number

(573) 446-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 13,754,970

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Paul L. Kanago

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Leland Kanago's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER LABRUNERIE & CO., INC.

LABRUNERIE FINANCIAL SERVICES, INC.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

SECURITIES AMERICA, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/6/1986

SIE

Date: 10/1/2018

Series 7

Date: 10/19/1985

Series 22

Date: 9/26/1983

Series 6

Date: 7/15/1981

Series 24

Date: 8/2/1994

Current Firm

CONSOLIDATED ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONSOLIDATED ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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