John Daniel Arndt
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Education Planning
- Comprehensive Financial Planning
- Insurance Planning
- Estate Planning
- Retirement Planning
- Investment Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CALIBER WEALTH MANAGEMENT, LLC
Contact Information
Main Address
6201 College Blvd Suite 650, Overland Park, KS 66211Phone Number
(913) 303-3920# of Employees
24SEC notice filing (21 States and Territories)
Registered to provide investment advisory services in 21 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,992AUM (Assets Under Management)
$1,763,558,000Similar Advisors
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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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Primary Firm SEC Registration
CALIBER WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(7/15/2024)
(7/16/2024)
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 9 — General Securities Sales Supervisor - Options Module Examination
Passed Aug 2014About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Daniel Arndt's CRS (Customer Relationship Summary).
Services Offered by John
- Tax Planning
- Education Planning
- Comprehensive Financial Planning
- Insurance Planning
- Estate Planning
- Retirement Planning
- Investment Planning
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