John D. Arndt
CALIBER WEALTH MANAGEMENT | Financial Advisor
OVERLAND PARK, KS 66211
Some features on this profile are disabled
CRD#: 5390741
Professional summary
John Daniel Arndt, CFP® is a registered financial advisor currently at CALIBER WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.
Question & Answer
What are your service offerings?
Tax Planning
Education Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Retirement Planning
Investment Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name of Business: Caliber Wealth Management Address: 6201 College Blvd Ste 650, Overland Park, KS, 66221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/16/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Planning, investments, investment committee. Name of Business: Caliber Wealth Management, Inc Address: 6201 College Blvd Ste 650, Overland Park, KS, 66221, United States Activity Type: Position/Title: Owner/Advisor Investment Related: No Start Date: 10/16/2020 Hours per month devoted to this business: Hours per month devoted to this business during trading hours Description of duties:
CRS (Client Relationship Summary) - RIA
Click below to view John Daniel Arndt'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®
Start date: 2011
Experience
Current
July 15, 2024 - Present
CALIBER WEALTH MANAGEMENT, LLC
Office #1: 6201 College Blvd Suite 650, Overland Park, KS 66211RIA
CRD#: 331165
OVERLAND PARK, KS
Past
July 29, 2015 - October 2, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Overland Park, KS
Past
July 28, 2015 - October 2, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
OVERLAND PARK, KS
Past
October 2, 2009 - October 13, 2014
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
OVERLAND PARK, KS
Past
January 5, 2009 - December 31, 2009
SPECTRUM WEALTH ADVISORS, INC.
RIA
CRD#: 117965
OVERLAND PARK, KS
Past
August 14, 2008 - October 13, 2014
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
OVERLAND PARK, KS
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".
CW
CALIBER WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC
CRD#: 331165 / SEC#: 801-130677
RIA
Registered Investment Advisory firm - (7/15/2024 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.Highlighted states indicate IAR registrations
IAR
Kansas(7/15/2024)
IAR
Texas(7/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CW
CALIBER WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC
CRD#: 331165 / SEC#: 801-130677
RIA
Registered Investment Advisory firm - (7/15/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6201 College Blvd Suite 650, Overland Park, KS 66211
Mailing Address
Phone number
(913) 303-3920
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,598 |
| AUM (Assets Under Management) | $ 1,168,700,000 |
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.
Company Information
CALIBER WEALTH MANAGEMENT, LLC
Financial AdvisorCRD#: 331165Overland Park, KS 66211TRUST BUT VERIFY
Monitor John Arndt
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
