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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2010-09-17 |
Branch Locations
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Leawood | KS | 09/2010 | Present |
| Msec, Llc | Overland Park | KS | 09/2010 | 05/2024 |
1. GIVING THE BASICS, 3150 MERCIER ST SUITE 270-D2, KANSAS CITY, MO 64111; NOT INVESTMENT RELATED; BOARD MEMBER - ATTEND ALL BOARD MEETINGS, PROVIDE IDEAS TO GROW, PARTICIPATE IN THE STRATEGY AND HELP RAISE FUNDS; START DATE 10/2013; 1/MONTH AND 0 DURING SECURITIES TRADING HOURS. 2.Certified Financial Planner Board; not investment related, Washington, DC, Volunteer Board Member, Start Date: 1/1/2018, 8 hours per month, 1 hour during trading hours, Provide the CFP board with insights as a planner and help by providing feedback on exam requirements and curriculum. 3. Camp Encourage, Not investment related, Kansas City, MO, Board member, 7/27/26 , 3, 0, Raising awareness of mission and need 4. American Funds - Retirement Income Portfolio Series Conservative Fund, Investment related, Advisor member, 2/9/26
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-13 |
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