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John Patrick Orindgreff

COLLABORATIVE PORTFOLIO MANAGEMENT
OVERLAND PARK, KS
·CRD# 2114466·35 years experience

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. John is registered as an IAR (Investment Advisor 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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Patrick Oridngreff

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

35 years in the financial services industry

Current & Past Employments

COLLABORATIVE PORTFOLIO MANAGEMENT·CRD# 332929
RIA
10985 Cody Street Suite 140, Overland Park, KS 66210
November 21, 2024 - Present
APW CAPITAL, INC.·CRD# 43814
BD
Overland Park, KS
March 10, 2010 - June 30, 2026
CAPITAL PORTFOLIO MANAGEMENT L.L.C.·CRD# 127372
RIA
Overland Park, KS
August 24, 2009 - January 3, 2025
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
St. Cloud, MN
April 21, 2004 - July 15, 2004
UMB FINANCIAL SERVICES, INC.·CRD# 17073
BD
Kansas City, MO
February 20, 1996 - October 16, 2002
BANC IV INVESTMENTS, INC.·CRD# 36169
BD
July 25, 1994 - February 23, 1996
H & R BLOCK FINANCIAL CORPORATION·CRD# 14650
BD
Detroit, MI
September 2, 1992 - July 19, 1994
MERIDIAN, DUNHILL & CO., INC.·CRD# 15294
BD
January 8, 1991 - October 2, 1991

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Current Firm

CP
COLLABORATIVE PORTFOLIO MANAGEMENT

COLLABORATIVE PORTFOLIO MANAGEMENT | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

CRD#: 332929 / SEC#: 801-131107
RIA
Registered Investment Advisory firm - SEC (9/16/2024 Approved)

Contact Information

Main Address

10985 Cody Street Suite 140, Overland Park, KS 66210

Phone Number

(816) 471-5556

# of Employees

4

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COLLABPM 2AB 070126 (7/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

519

AUM (Assets Under Management)

$178,738,625

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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

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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".
CP
COLLABORATIVE PORTFOLIO MANAGEMENT

COLLABORATIVE PORTFOLIO MANAGEMENT | COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

CRD#: 332929 / SEC#: 801-131107
RIA
Registered Investment Advisory firm - SEC (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.
IAR
California
(4/1/2026)
IAR
Kansas
(11/21/2024)
IAR
Texas
(11/21/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2025About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2002About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1990About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 1993About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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JO
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