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RPR FINANCIAL

OVERLAND PARK, KS · CRD 316557 · IAPD ↗ · 913-274-1452

$162.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — RPR FINANCIAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2026 — RPR FINANCIAL reported RAUM up 26% ($128.8M -> $162.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
August 2025 — RPR FINANCIAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2025 — RPR FINANCIAL reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2024 — RPR FINANCIAL (OVERLAND PARK, KS) is newly SEC-registered with $118.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.