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Richard G
Series 63, Series 65
Leawood, KS
United Capital Financial Advisors
Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.
Timothy G
Series 63, Series 66
Leawood, KS
United Capital Financial Advisors
Timothy Groebl is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, OneDigital, V Wealth Management, and LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a broad range of affiliated services.
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