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Douglas George Ciocca

Kavar Capital Partners

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About Douglas George Ciocca

Douglas Ciocca is a registered investment advisor representative with Kavar Capital Partners. Douglas has over 25 years of experience in the financial services industry. Douglas has worked with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Douglas provides financial planning and portfolio management services. Douglas is committed to providing his clients with personalized service and sound investment advice.

Firm Information

Douglas Ciocca is currently registered with Kavar Capital Partners. Kavar Capital Partners is a registered investment advisor headquartered in Leawood, Kansas. They provide financial planning, portfolio management for individuals and businesses, and retirement plan consulting. The firm manages approximately $1.14 billion in assets for individuals, high-net-worth individuals, corporations, and charitable organizations.
Kavar Capital Partners

11460 TOMAHAWK CREEK PARKWAY

LEAWOOD, KS 66211

$1.14B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting; credit and cash management solutions

Retirement plan consulting; credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement plan consulting

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Douglas Ciocca’s Registration & Firm History

KS

01/05/2021 - Present

Kavar Capital Partners (Leawood KS)

KS

04/17/2007 - 02/01/2011

SECURIAN FINANCIAL SERVICES, INC. (LEAWOOD KS)

KS

11/16/1999 - 05/11/2007

FAS CORP. (LEAWOOD KS)

NY

12/05/1994 - 07/16/1999

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas George Ciocca.
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