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Rick Gregory Kubler

Capital Synergy Partners

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About Rick Gregory Kubler

Rick Kubler is a financial professional with over 50 years of experience in the industry. Rick is currently registered with Capital Synergy Partners and is licensed in six states: Arizona, California, Florida, Iowa, Nebraska and Washington. Rick has specialized in a variety of services including financial planning, selection of other advisors, and portfolio management for individuals. Rick is also experienced in portfolio management for investment companies.

Firm Information

Rick Kubler is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Csp receives third party referral, selection & monitoring fees

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Rick Kubler’s Registration & Firm History

NE

10/07/2014 - Present

Capital Synergy Partners (Columbus NE)

NE

07/01/2004 - 10/08/2014

FINANCIAL WEST GROUP (COLUMBUS NE)

NE

01/01/1972 - 07/01/2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NE

05/23/1984 - 05/02/2002

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 03/15/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rick Gregory Kubler.
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