Best Investors Account Sign in
Inactive

Gwyn Ann Felder

Mariner

San Antonio, TX

Frisco, TX

CRD 4429562

Claim This Profile
Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-17
KS RA APPROVED 2015-07-01
  • TX RA
    APPROVED
    Since 2020-03-17
  • KS RA
    APPROVED
    Since 2015-07-01

Branch Locations

227 N. Loop 1604 E. Suite 150, San Antonio, TX 78232 • United States

Frisco, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Wealth Advisors Leawood KS 09/2010 Present
  • 09/2010 → Present
    Mariner Wealth Advisors
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-01
S63 Uniform Securities Agent State Law Examination 2001-11-01
  • S65 Uniform Investment Adviser Law Examination
    2015-07-01
  • S63 Uniform Securities Agent State Law Examination
    2001-11-01

View on SEC IAPD

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor