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CB

Caden C. Barnard

ENGAGE WEALTH ADVISORS
Overland Park, KS 66213
Some features on this profile are disabled
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.

Blog Corner

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®
None

Experience

Current

July 8, 2024 - Present

ENGAGE WEALTH ADVISORS, LLC

Office #1: 7285 W. 132nd Street Suite 140, Overland Park, KS 66213
RIA
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/8/2024
Uniform Investment Adviser Law Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts487
AUM (Assets Under Management)$ 93,629,161

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

ENGAGE WEALTH ADVISORS, LLC

CRD#: 289996Overland Park, KS 66213

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