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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Nagle is an investment advisor representative at Kavar Capital Partners, an investment advisory firm based in Leawood, Kansas. John has been in the industry since 2014 and has a Series 65 license. The firm primarily serves high-net-worth individuals, corporations and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting services. Kavar Capital Partners has approximately $1.14 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting; credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Retirement plan consulting
1
2
KS
01/04/2021 - Present
Kavar Capital Partners (Leawood KS)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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