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Cole Joseph Dimond

CALIBER WEALTH MANAGEMENT, LLC·OVERLAND PARK, Kansas
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6201 COLLEGE BLVD, OVERLAND PARK, KS 66211CRD# 4967237Firm CRD# 331165
01

About

Cole Joseph Dimond is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with CALIBER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CALIBER WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CALIBER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4967237
Firm CRD# 331165
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cole Joseph Dimond offer?
Cole Joseph Dimond specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Cole Joseph Dimond's credentials?
Cole Joseph Dimond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Joseph Dimond located?
Cole Joseph Dimond is based in OVERLAND PARK, Kansas, working with CALIBER WEALTH MANAGEMENT, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Cole Joseph Dimond charge for services?
Cole Joseph Dimond's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALIBER WEALTH MANAGEMENT, LLC?
CALIBER WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
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LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
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