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GK

Gary D. Kinder

WEALTH ARCHITECTS
Missouri City, TX
Some features on this profile are disabled
CRD#: 1388207
GK

Professional summary

Gary Donald Kinder, ChFC®, CLU® is a registered financial advisor currently at WEALTH ARCHITECTS, LLC located in Missouri City, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gary has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 22 and Series 24 exams.

top-8-questions

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)KINDER & ASSOCIATES LLC DBA: Wealth Architects Wealth Management; INVT REL; 4115 REGAL STONE LANE, SUGAR LAND, TX 77479; 10497 TOWN AND COUNTRY WAY, SUITE 700, HOUSTON, TX 77024; INSURANCE, ADVISORY, AND SECURITIES BUSINESS; OWNER; START 01/01/1984; 120 HRS/MO; 120 HRS/MO DURING TRADING. 2)CPA ADVISORY NETWORK, LLC; NOT INVT REL; 4115 REGAL STONE LANE, SUGAR LAND, TX 77479; 10497 TOWN AND COUNTRY WAY, SUITE 700, HOUSTON, TX 77024; OWNER; PROVIDING MARKETING SERVICES FOR CPA FIRMS WHO WANT TO GET LICENSED AND START A FINANCIAL SERVICES DIVISION; START 09/04/2011; 12 HRS/MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Donald Kinder'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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

October 24, 2017 - Present

WEALTH ARCHITECTS, LLC

RIA
CRD#: 289993
Missouri City, TX
Past

April 20, 2015 - August 7, 2017

GRADIENT SECURITIES, LLC

RIA
CRD#: 127701
SUGAR LAND, TX
Past

December 2, 2013 - February 24, 2015

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
WEST COLUMBIA, TX
Past

November 22, 2013 - August 7, 2017

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
SUGAR LAND, TX
Past

May 23, 2011 - December 13, 2013

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
WEST COLUMBIA, TX
Past

May 23, 2011 - December 13, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
WEST COLUMBIA, TX
Past

May 26, 2010 - May 17, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LAS VEGAS, NV
Past

March 1, 2010 - May 17, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LAS VEGAS, NV
Past

January 26, 2009 - March 3, 2010

QA3 FINANCIAL CORP.

BD
CRD#: 14754
HOUSTON, TX
Past

January 20, 2009 - March 3, 2010

QA3 FINANCIAL LLC

RIA
CRD#: 104957
HOUSTON, TX
Past

March 16, 2005 - December 8, 2008

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
HOUSTON, TX
Past

September 28, 2004 - December 8, 2008

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
HOUSTON, TX
Past

May 3, 1999 - September 28, 2004

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
HOUSTON, TX
Past

May 3, 1999 - September 28, 2004

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

December 16, 1998 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

June 2, 1993 - January 6, 1999

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

July 25, 1990 - June 2, 1993

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 20, 1985 - April 9, 1990

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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
Texas
(10/24/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/13/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/7/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/1993
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/13/1985
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 8/16/1985
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/26/1995
General Securities Principal Examination

Current Firm

WA
WEALTH ARCHITECTS, LLC
CORNERSTONE ADVISORY GROUP LLC | WEALTH ARCHITECTS, LLC

CRD#: 289993 / SEC#:

Texas
Registered Investment Advisory firm - (10/24/2017 Approved)
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Contact information

Main Address
Missouri City, TX
Mailing Address
Phone number
(713) 882-2324
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

WEALTH ARCHITECTS, LLC

CRD#: 289993Missouri City, TX

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