Unclaimed Profile

Kathryn Suzanne Carver

NUANCE INVESTMENTS, LLC·KANSAS CITY, Missouri

Series 65Clean record11 years registeredNUANCE INVESTMENTS, LLC

4900 MAIN STREET, KANSAS CITY, MO 64112CRD# 6354402Firm CRD# 148534

Profile Verification

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

Identity

Kathryn Suzanne Carver · KANSAS CITY, MO

Registration

CRD #6354402 · NUANCE INVESTMENTS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NUANCE INVESTMENTS, LLC

NUANCE INVESTMENTS, LLC

Nov 2021 – Jun 2026

KANSAS CITY, MO

CREATIVE PLANNING

Sep 2014 – Sep 2021

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 11, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NUANCE INVESTMENTS, LLC

CRD 148534 · SEC 801-69682

AUM

$5.0B

Regulatory assets under management

Employees

659 client accounts

Services offered by NUANCE INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at NUANCE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Kathryn Suzanne Carver offer?

Kathryn Suzanne Carver specializes in Investment Management, Retirement Planning, Wealth Management.

What are Kathryn Suzanne Carver's credentials?

Kathryn Suzanne Carver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Suzanne Carver located?

Kathryn Suzanne Carver is based in KANSAS CITY, Missouri, last registered with NUANCE INVESTMENTS, LLC.

How does Kathryn Suzanne Carver charge for services?

Kathryn Suzanne Carver's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NUANCE INVESTMENTS, LLC?

NUANCE INVESTMENTS, LLC has approximately 22 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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