Unclaimed Profile

Richard Joseph Groebl

V WEALTH ADVISORS LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 63, Series 6530 years registeredV WEALTH ADVISORS LLC

6800 COLLEGE BLVD., OVERLAND PARK, KS 66211-1534CRD# 2210932Firm CRD# 153278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Joseph Groebl · OVERLAND PARK, KS

Registration

CRD #2210932 · V WEALTH ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

UNITED CAPITAL FINANCIAL ADVISORS

Dec 2025 – present

ONEDIGITAL

Nov 2015 – Jan 2026

Leawood, KS

V WEALTH ADVISORS LLC

May 2010 – Jan 2017

OVERLAND PARK, KS

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – May 2010

KANSAS CITY, MO

CITIGROUP GLOBAL MARKETS INC.

Nov 1995 – Jun 2009

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 1, 1995

Years registered · 30

Disclosure History

2006Customer Dispute·Settled

1998Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

V WEALTH ADVISORS LLC

CRD 153278 · SEC 801-71232

AUM

$1.5B

Regulatory assets under management

Employees

4,746 client accounts

Services offered by V WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at V WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Richard Joseph Groebl offer?

Richard Joseph Groebl specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Richard Joseph Groebl's credentials?

Richard Joseph Groebl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Joseph Groebl located?

Richard Joseph Groebl is based in OVERLAND PARK, Kansas, working with V WEALTH ADVISORS LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Richard Joseph Groebl charge for services?

Richard Joseph Groebl's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: selection of other advisor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is V WEALTH ADVISORS LLC?

V WEALTH ADVISORS LLC has approximately 69 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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