John Daniel Arndt
Financial advisor at Caliber Wealth Management, LLC / Ks · Overland Park, KS
Last updated 2026-10-10
Claim your profileJohn Daniel Arndt is a financial advisor at Caliber Wealth Management, LLC / Ks in Overland Park, KS, CRD 5390741. Licenses and exams on the registration: Series 66. IAPD registration began 2009-01-05.
Registration
- CRD number
- 5390741
- Registration status
- Active
- IAPD registration
- 2009-01-05
- Industry Experience
- 17 years
- Work Experience
- 11 years
- States registered
- KS, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-07 to 2024-10 · Raymond James Financial Services, Inc · Overland Park, KS
- 2015-07 to 2024-10 · Raymond James Financial Services Advisors Inc. · Overland Park, KS
- 2020-10 to 2021-04 · Compass Planning Group · Overland Park, KS
- 2020-10 to Present · Caliber Wealth Management, LLC · Overland Park, KS
Current employment
- Caliber Wealth Management, LLC · Overland Park, KS
Caliber Wealth Management, LLC / Ks
- Regulatory AUM
- $1,763,558,000
- Registered advisors
- 14
- Offices
- 2
- Clients per advisor
- 119.1 (High)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 30.3% (Moderate)
Caliber Wealth Management, LLC / Ks: advisors, services and reported ETF investments
About
John Daniel Arndt is a CFP® financial advisor at Caliber Wealth Management, LLC, operating as Caliber Wealth Management, LLC / Ks in Overland Park, KS. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 11 years of reported work history. Reported roles include Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc., Compass Planning Group.
Caliber Wealth Management, LLC / Ks' firm-level Form ADV reports 14 advisors across 2 offices; approximately 119.1 clients per advisor, average assets per client of $1,057,289, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $781.2M across 151 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Daniel Arndt personally.
Reported ETF positions
Caliber Wealth Management reports 151 ETF positions worth $781.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $162.6M |
| AVUS — Avantis U.S. Equity ETF | $80.5M |
| IJH — iShares Core S&P Mid-Cap ETF | $35.1M |
| IWF — iShares Russell 1000 Growth Fund | $33.7M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $30.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Caliber Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.7M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $750.2K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $225.6K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Caliber Wealth Management, LLC / Ks on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
Location
6201 College Blvd, Overland Park, KS 66211
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 913-303-3920
- Website: caliberkc.com
Official record
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