Curtis Calvert
Professional Summary
Curtis Calvert, who also goes by Curtis Neil Calvert, is a registered financial advisor currently at N.I.S. FINANCIAL SERVICES, INC. located in Kansas City, Missouri. Curtis is registered as a RR (Registered Representative) and started their career in finance in 2000. Curtis has worked at 12 firms and has passed the Series 82TO, Series 99TO, SIE, Series 27 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Curtis Neil Calvert
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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
26 years in the financial services industry
Current & Past Employments
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Current Firm
I.C.H. FINANCIAL SERVICES, INC. | N.I.S. FINANCIAL SERVICES, INC.
Contact Information
Main Address
333 W 11th Street Suite 200, Kansas City, MO 64105Mailing Address
P. O. Box 219103, Kansas City, MO 64121-9103Phone Number
(816) 842-8685Established
Missouri since 02/04/1970Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (30 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jul 2025About the Series 82TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Aug 2000About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Curtis Calvert's CRS (Customer Relationship Summary).
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