Grant T. Stiles

RISE RETIREMENT

Lee's Summit, MO 64063

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CRD#: 5370860

Professional summary

Grant Thomas Stiles, CFP®, who also goes by Grant T Stiles, Grant Stiles, is a registered financial advisor currently at RISE RETIREMENT, LLC located in Lee's Summit, Missouri.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Grant has worked at 7 firms and has passed the Series 66, SIE, Series 7TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant T Stiles | Grant Stiles

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.) RISE CONSULTING LLC - 12/1/2021 - 9300 W 110th Street, Overland Park, KS 66210 - Chief Investment Officer/Chief Compliance Officer, Developing investment models, placing trades, overseeing firm compliance, Invt Rel, Financial Consulting/RIA firm, 50 hrs/mo; 30hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Thomas Stiles'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®

CFP^®

Certified Financial Planner

Experience

Current

December 1, 2021 - Present

RISE RETIREMENT, LLC

Office #1: 710 Se Third Street, Lee's Summit, MO 64063

RIA

CRD#: 299026

Lee's Summit, MO

Past

October 14, 2022 - October 31, 2022

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

June 23, 2016 - December 1, 2021

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Past

July 16, 2013 - June 20, 2016

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

July 9, 2012 - June 7, 2013

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OVERLAND PARK, KS

Past

April 7, 2010 - December 16, 2011

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

July 27, 2009 - December 16, 2011

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

September 8, 2008 - December 1, 2009

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

December 14, 2007 - May 14, 2008

WADDELL & REED

RIA

CRD#: 866

INDEPENDENCE, MO

Past

November 15, 2007 - May 14, 2008

WADDELL & REED

CRD#: 866

INDEPENDENCE, MO

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
(12/1/2021)

IAR

Louisiana
(1/9/2025)

IAR

Missouri
(12/2/2021)

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: 12/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/14/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 9/23/2022

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 11/14/2007

General Securities Representative Examination

Current Firm

RISE RETIREMENT, LLC

RISE CONSULTING | RISE RETIREMENT, LLC | RISE CONSULTING, LLC

CRD#: 299026 / SEC#:

Kansas

Registered Investment Advisory firm - (12/14/2018 Approved)

Louisiana

Registered Investment Advisory firm - (1/9/2025 Approved)

Missouri

Registered Investment Advisory firm - (11/13/2019 Approved)

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Contact information

Main Address

710 Se Third Street, Lee's Summit, MO 64063

Mailing Address

Po Box 6985, Lee's Summit, MO 64064

Phone number

(913) 363-7401

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	294
AUM (Assets Under Management)	$ 39,564,886

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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Advisor Monitoring

Firm Stability Insights

Grant T. Stiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Thomas Stiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

CREATIVE PLANNING

WADDELL & REED

COMMONWEALTH FINANCIAL NETWORK

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2007

SIE

Date: 10/14/2022

Series 7TO

Date: 9/23/2022

Series 7

Date: 11/14/2007

Current Firm

RISE RETIREMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RISE RETIREMENT, LLC

TRUST BUT VERIFY

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