Best Investors Account Sign in
Inactive

Kerstin Anne Wiles

Mariner

Sarasota, FL

Claim This Profile
Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-28
  • FL RA
    APPROVED
    Since 2022-03-28

Branch Locations

240 South Pineapple Avenue Suite 601, Sarasota, FL 34236 • 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
Homrich Berg Atlanta GA 04/2008 10/2018
Redwood Wealth Management Alpharetta GA 03/2019 04/2019
Gulfcoast Castaway Customs Bradenton FL 08/2020 08/2020
Myteamprints.COm Bradenton FL 11/2020 01/2021
Myteamprints.COm Bradenton FL 06/2021 01/2022
Intuit (Turbotax) Mountain View CA 01/2021 06/2021
Mariner Wealth Advisors Sarasota FL 02/2022 Present
Unemployed Bradenton FL 08/2020 11/2020
Unemployed Bradenton FL 04/2019 08/2020
Unemployed Suwanee GA 10/2018 03/2019
  • 04/2008 → 10/2018
    Homrich Berg
    Atlanta, GA
  • 03/2019 → 04/2019
    Redwood Wealth Management
    Alpharetta, GA
  • 08/2020 → 08/2020
    Gulfcoast Castaway Customs
    Bradenton, FL
  • 11/2020 → 01/2021
    Myteamprints.COm
    Bradenton, FL
  • 06/2021 → 01/2022
    Myteamprints.COm
    Bradenton, FL
  • 01/2021 → 06/2021
    Intuit (Turbotax)
    Mountain View, CA
  • 02/2022 → Present
    Mariner Wealth Advisors
    Sarasota, FL
  • 08/2020 → 11/2020
    Unemployed
    Bradenton, FL
  • 04/2019 → 08/2020
    Unemployed
    Bradenton, FL
  • 10/2018 → 03/2019
    Unemployed
    Suwanee, GA
Previous Registrations
  • 2009-07-29 → 2018-10-22
    Homrich Berg
    Suwanee, GA
    Alpharetta, GA
  • 2003-05-02 → 2008-04-21
    Creative Financial Group Ltd
    Atlanta, GA
    Atlanta, GA
  • 2003-02-26 → 2005-11-01
    Synovus Securities, Inc.
    Atlanta, GA
    Atlanta, GA
Other Businesses

Intuit (TurboTax); not investment-related; seasonal associate;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-08
  • S63 Uniform Securities Agent State Law Examination
    1999-02-08
Designations
Other Names
  • Kerstin A Kopel
  • Kersta A Kopel

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor