CB
Caden C. Barnard
ENGAGE WEALTH ADVISORS
Overland Park, KS 66213
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CRD#: 7944640
CB
Professional summary
Caden Chance Barnard is a registered financial advisor currently at ENGAGE WEALTH ADVISORS, LLC located in Overland Park, Kansas.
Caden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Caden has worked at 1 firm 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.
CRS (Client Relationship Summary) - RIA
Click below to view Caden Chance Barnard'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®
NoneExperience
Current
July 8, 2024 - Present
ENGAGE WEALTH ADVISORS, LLC
Office #1: 7285 W. 132nd Street Suite 140, Overland Park, KS 66213RIA
CRD#: 289996
Overland Park, KS
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(7/8/2024)
Current Firm
EW
ENGAGE WEALTH ADVISORS, LLC
ENGAGE ADVISORS LLC | ENGAGE WEALTH ADVISORS, LLC
CRD#: 289996 / SEC#:
California
Registered Investment Advisory firm - (1/19/2018 Approved)Colorado
Registered Investment Advisory firm - (3/7/2018 Approved)Illinois
Registered Investment Advisory firm - (12/7/2017 Approved)Kansas
Registered Investment Advisory firm - (10/31/2017 Approved)Missouri
Registered Investment Advisory firm - (11/30/2017 Approved)Texas
Registered Investment Advisory firm - (11/21/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7285 W. 132nd Street Suite 140, Overland Park, KS 66213
Mailing Address
Phone number
(913) 681-9155
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 487 |
| AUM (Assets Under Management) | $ 93,629,161 |
Red Flags
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