Kaleb Peak

KAVAR CAPITAL PARTNERS

Leawood, KS 66211

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CRD#: 7383253

Professional summary

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

Kaleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kaleb has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Kaleb Peak'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

May 1, 2025 - Present

KAVAR CAPITAL PARTNERS

Office #1: 11460 Tomahawk Creek Parkway Suite 420, Leawood, KS 66211

RIA

CRD#: 311744

Leawood, KS

Past

October 4, 2023 - April 14, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

Overland Park, KS

Past

June 5, 2023 - October 3, 2023

SANCTUARY ADVISORS, LLC

RIA

CRD#: 226606

LEAWOOD, KS

Past

December 12, 2022 - October 3, 2023

SANCTUARY SECURITIES, INC.

CRD#: 205

LEAWOOD, 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".

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
(5/1/2025)

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: 5/27/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/3/2021

Securities Industry Essentials 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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Kaleb Peak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaleb Peak's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAVAR CAPITAL PARTNERS

CREATIVE PLANNING

SANCTUARY ADVISORS, LLC

SANCTUARY SECURITIES, INC.

Primary Firm SEC Registration

KAVAR CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/27/2023

Series 7TO

Date: 12/12/2022

SIE

Date: 8/3/2021

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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