Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom Boling is a financial advisor registered with Kavar Capital Partners, a Registered Investment Advisor firm, and holds a Series 7 and Series 66 license. Tom is registered in Kansas, Missouri, and Texas. Tom previously worked at PURSHE KAPLAN STERLING INVESTMENTS and UBS FINANCIAL SERVICES INC. Tom specializes in Portfolio Management for Individuals and Businesses, Financial Planning, and Retirement Plan Consulting. Tom has been a Certified Financial Planner since 2013.
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)
KS
04/30/2009 - 10/08/2009
PURSHE KAPLAN STERLING INVESTMENTS (OVERLAND PARK KS)
MO
11/20/2003 - 05/21/2009
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 12/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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