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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-11 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. | Dubuque | IA | 09/2003 | 01/2022 |
| Hutchins & Haake, Llc. | Overland Park | KS | 10/1986 | 07/2021 |
| Mariner Wealth Advisors-Ic, Llc | Overland Park | KS | 02/2022 | Present |
(1) I am the Shareholder CFO Services, Inc. I am located at 11900 College Boulevard, Suite 310, Overland Park, KS 66210. The entity was established in 10/1995. I work approximately 0 hours a month. I provide firms with CFO services as an independent contractor; the entity is currently inactive. Most of my work is during securities trading hours. My employment is investment-related. (2) I am the Audit Committee Chair and a shareholder with Argentine Federal Savings, a local savings and loan institution. It is located at 12501 Antioch Road, Overland Park, KS 66213. I have participated in this activity since 06/2010. I devote approximately 6-10 hours a month to this activity, primarily during securities trading hours. I attend quarterly board meetings and provide input to management. My participation is not securities-related or investment-related.
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