John Nagle

KAVAR CAPITAL PARTNERS

Leawood, KS 66211

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CRD#: 5498962

Professional summary

John Nagle is a registered financial advisor currently at KAVAR CAPITAL PARTNERS located in Leawood, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nagle'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®

None

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

December 2, 2014 - December 31, 2020

KAVAR CAPITAL PARTNERS, LLC

RIA

CRD#: 155805

LEAWOOD, KS

Past

January 13, 2011 - November 21, 2014

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

CLAYTON, 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)

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 65

Date: 1/12/2011

Uniform Investment Adviser Law 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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John Nagle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nagle's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAVAR CAPITAL PARTNERS

KAVAR CAPITAL PARTNERS, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

KAVAR CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2011

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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