John R. Kuddes

WEALTH MANAGEMENT CONSULTANTS

Overland Park, KS

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CRD#: 1636629

Professional summary

John Robert Kuddes is a registered financial advisor currently at WEALTH MANAGEMENT CONSULTANTS, LLC located in Overland Park, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 8 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. KUDDES CAPITAL MANAGEMENT, LLC. SOLE MEMBER/ OWNER OF PERSONAL LLC FOR TAX AND ACCOUNTING PURPOSES. 2. AUTHOR OF BOOK ON INVESTING, BUY WHEN THERE IS BLOOD IN THE STREET: MAKE MONEY LIKE THE PROS; NOT INVESTMENT RELATED; NOT CONDUCTED AT BRANCH LOCATION. 3. CCEO; Not investment related; 891 Signal Court, Timnath, Colorado 80547; CEO Peer Advisory Group; CEO; Began 06/2020; 20 hours per month; 6 hours during trading hours; Facilitate monthly group meetings. 4. Board Member for The Baessler Group PBC, an ESOP for a large residential home contractor located in Greeley, CO. Activity began in 10/2023 and represents less than 10 hours per month, most of which is outside of normal trading hours. 5. Board Member for EFH ESOP, Inc., an ESOP for ARTNOCO,LLC (d/b/a Advanced Roofing Technologies) a large roofing contractor located in Windsor, CO. Activity began in 01/2021 and represents less than 10 hours per month, most of which is outside of normal trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Kuddes'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

April 20, 2016 - Present

WEALTH MANAGEMENT CONSULTANTS, LLC

RIA

CRD#: 283606

Overland Park, KS

Past

June 2, 2018 - November 24, 2018

TWO WEST CAPITAL ADVISORS LLC

RIA

CRD#: 154543

KANSAS CITY, MO

Past

May 10, 2013 - May 17, 2016

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

OVERLAND PARK, KS

Past

May 10, 2013 - May 17, 2016

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OVERLAND PARK, KS

Past

August 25, 2005 - May 27, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

OMAHA, NE

Past

August 25, 2005 - May 27, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

OMAHA, NE

Past

September 26, 2003 - August 24, 2005

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

LENEXA, KS

Past

September 26, 2003 - August 24, 2005

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SAN DIEGO, CA

Past

May 26, 2000 - September 9, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

OVERLAND PARK, KS

Past

March 31, 1998 - September 9, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 31, 1993 - March 13, 1998

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 11, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 22, 1987 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

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

Colorado
(3/12/2019)

IAR

Kansas
(5/17/2016)

IAR

Texas
(4/20/2016)

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

IAR

Series 65

Date: 3/10/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/10/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 12/20/1989

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

WEALTH MANAGEMENT CONSULTANTS, LLC

CRD#: 283606 / SEC#:

Colorado

Registered Investment Advisory firm - (3/12/2019 Approved)

Kansas

Registered Investment Advisory firm - (5/17/2016 Approved)

Texas

Registered Investment Advisory firm - (4/20/2016 Conditional Restricted)

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Contact information

Main Address

Overland Park, KS

Mailing Address

Phone number

(913) 706-8607

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 54,000,000

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.

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John R. Kuddes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Kuddes's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWO WEST CAPITAL ADVISORS LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/1992

Series 63

Date: 5/18/1988

SIE

Date: 5/17/2016

Series 7

Date: 12/19/1987

Series 24

Date: 10/10/2005

Series 8

Date: 12/20/1989

Current Firm

WEALTH MANAGEMENT CONSULTANTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT CONSULTANTS, LLC

TRUST BUT VERIFY

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