John P. Orindgreff

COLLABORATIVE PORTFOLIO MANAGEMENT

OVERLAND PARK, KS 66210

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CRD#: 2114466

Professional summary

John Patrick Orindgreff, who also goes by John Patrick Oridngreff, is a registered financial advisor currently at COLLABORATIVE PORTFOLIO MANAGEMENT located in Overland Park, Kansas and APW CAPITAL, INC. located in Overland Park, Kansas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. John has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Patrick Oridngreff

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-O'Lucky; Topeka, KS; Business Type: Fixed Insurance/Includes Equity Indexed Annuities; Service Description: Fixed annuity sales; Start Date: 05/27/2011; Title: Insurance Rep; Duties: Annuity sales and servicing; Time Spent: 1 hour. 2. Collaborative Portfolio Management LLC, Investment related:Yes, 10985 Cody St, Suite 140, overland park, KS, 66210, , Managing Partner/Portfolio Manager, 09/16/2024, 90%, Portfolio management of client accounts and running the RIA

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Orindgreff's CRS (Customer Relationship Summary).

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

November 21, 2024 - Present

COLLABORATIVE PORTFOLIO MANAGEMENT

Office #1: 10985 Cody Street Suite 140, Overland Park, KS 66210

RIA

CRD#: 332929

OVERLAND PARK, KS

Current

March 10, 2010 - Present

APW CAPITAL, INC.

Office #1: 10985 Cody Street Suite 140, Overland Park, KS 66210

CRD#: 43814

Overland Park, KS

Past

August 24, 2009 - January 3, 2025

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

RIA

CRD#: 127372

Overland Park, KS

Past

April 21, 2004 - July 15, 2004

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

February 20, 1996 - October 16, 2002

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

July 25, 1994 - February 23, 1996

BANC IV INVESTMENTS, INC.

CRD#: 36169

Past

September 2, 1992 - July 19, 1994

H & R BLOCK FINANCIAL CORPORATION

CRD#: 14650

DETROIT, MI

Past

January 8, 1991 - October 2, 1991

MERIDIAN, DUNHILL & CO., INC.

CRD#: 15294

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLLABORATIVE PORTFOLIO MANAGEMENT

COLLABORATIVE PORTFOLIO MANAGEMENT | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

CRD#: 332929 / SEC#: 801-131107

RIA

Registered Investment Advisory firm - (9/16/2024 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(5/16/2025)

Idaho
(9/17/2015)

Kansas
(3/11/2010)

IAR

Kansas
(11/21/2024)

Missouri
(3/12/2010)

IAR

Texas
(11/21/2024)

Texas
(5/20/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/19/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/9/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/8/1993

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

COLLABORATIVE PORTFOLIO MANAGEMENT

COLLABORATIVE PORTFOLIO MANAGEMENT | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

CRD#: 332929 / SEC#: 801-131107

RIA

Registered Investment Advisory firm - (9/16/2024 Approved)

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Contact information

Main Address

10985 Cody Street Suite 140, Overland Park, KS 66210

Mailing Address

Phone number

(816) 471-5556

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLLAB BROCHURE 11-12-2025 (11/12/2025)

COLLABORATIVE 2025 (11/12/2025)

Regulatory assets under management

Total Number of Accounts	488
AUM (Assets Under Management)	$ 146,077,684

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 P. Orindgreff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Orindgreff's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

CETERA INVESTMENT SERVICES LLC

UMB FINANCIAL SERVICES, INC.

BANC IV INVESTMENTS, INC.

H & R BLOCK FINANCIAL CORPORATION

MERIDIAN, DUNHILL & CO., INC.

Primary Firm SEC Registration

COLLABORATIVE PORTFOLIO MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 5/19/2025

Series 65

Date: 8/9/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1990

Series 24

Date: 6/8/1993

FINRA

Current Firm

COLLABORATIVE PORTFOLIO MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLLABORATIVE PORTFOLIO MANAGEMENT

TRUST BUT VERIFY

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