Mark Richard Vlasic

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2014-08-27 → 2018-03-31
  Mariner Wealth Advisors
  Overland Park, KS
  Leawood, KS
• 2007-10-01 → 2014-09-03
  Choreo, Llc
  Phoenix, AZ
  Kansas City, MO
• 2004-04-13 → 2007-10-19
  Lpl Financial Llc
  Prairie Village, KS
  Prairie Village, KS

Exams

• S66 Uniform Combined State Law Examination
  2004-04-26

Designations

• Certified Financial Planner

Other Names

• Mark Richard Vlasick