Tom S. Boling

KAVAR CAPITAL PARTNERS

Leawood, KS 66211

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CRD#: 4697766

Professional summary

Tom S Boling, CFP®, who also goes by Boling S Tom, Boling Tom, is a registered financial advisor currently at KAVAR CAPITAL PARTNERS located in Leawood, Kansas.

Tom is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Tom has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Boling S Tom | Boling Tom

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) Tom Boling, who is also a minority shareholder of Kavar Capital Partners, acts as a Treasurer and Board Member for a 501(c)(3) charitable foundation, Dominic L. Passantino Memorial Foundation "Organization", as of May 2013. Tom spends 1-2 hours per month devoting to his Treasurer duties. The Organization is not affiliated with Kavar Capital Partners and is not a client of Kavar Capital Partners.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tom S Boling'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 4, 2021 - Present

KAVAR CAPITAL PARTNERS

Office #1: 11460 Tomahawk Creek Parkway Suite 410, Leawood, KS 66211

RIA

CRD#: 311744

Leawood, KS

Past

October 16, 2013 - December 31, 2020

KAVAR CAPITAL PARTNERS, LLC

RIA

CRD#: 155805

LEAWOOD, KS

Past

April 30, 2009 - October 7, 2013

THE RETIREMENT PLANNING GROUP, LLC

RIA

CRD#: 129625

OVERLAND, KS

Past

April 30, 2009 - October 8, 2009

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OVERLAND PARK, KS

Past

December 15, 2003 - May 21, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

KANSAS CITY, MO

Past

November 20, 2003 - May 21, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

KANSAS CITY, MO

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".

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS | KAVAR CAPITAL PARTNERS GROUP, LLC

CRD#: 311744 / SEC#: 801-119947

RIA

Registered Investment Advisory firm - (1/4/2021 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.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/4/2021)

IAR

Missouri
(1/4/2021)

IAR

Texas
(1/4/2021)

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 66

Date: 12/12/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/2003

General Securities Representative Examination

Current Firm

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS | KAVAR CAPITAL PARTNERS GROUP, LLC

CRD#: 311744 / SEC#: 801-119947

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

11460 Tomahawk Creek Parkway Suite 420, Leawood, KS 66211

Mailing Address

Phone number

(913) 428-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KAVAR CAPITAL PARTNERS GROUP, LLC (11/14/2025)

Regulatory assets under management

Total Number of Accounts	1,512
AUM (Assets Under Management)	$ 1,342,172,525

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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Tom S. Boling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tom S Boling's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS, LLC

THE RETIREMENT PLANNING GROUP, LLC

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

KAVAR CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2003

Series 7

Date: 11/19/2003

Current Firm

KAVAR CAPITAL PARTNERS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAVAR CAPITAL PARTNERS

TRUST BUT VERIFY

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