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Kevin Adam Takinen

Mariner Institutional, LLC

Phoenix, AZ

Mariner

Phoenix, AZ

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Current Employers
Mariner Institutional, Llc

531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-25
  • AZ RA
    APPROVED
    Since 2026-08-25

Branch Locations

Phoenix, AZ • United States

Mariner

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-25
  • AZ RA
    APPROVED
    Since 2026-08-25

Branch Locations

Phoenix, AZ • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2007 09/2016
Sequoia Tempe AZ 07/2020 07/2026
World Investment Advsiors, Llc Santa Barbara CA 07/2020 07/2026
N/A Rockville MD 09/2016 11/2016
Keybank Washington DC 11/2016 01/2018
Fis Columbia MD 01/2018 08/2019
Adp Rockville MD 08/2019 07/2020
Mariner Overland Park KS 07/2026 Present
Mariner Institutional Winter Park FL 07/2026 Present
  • 08/2007 → 09/2016
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2020 → 07/2026
    Sequoia
    Tempe, AZ
  • 07/2020 → 07/2026
    World Investment Advsiors, Llc
    Santa Barbara, CA
  • 09/2016 → 11/2016
    N/A
    Rockville, MD
  • 11/2016 → 01/2018
    Keybank
    Washington, DC
  • 01/2018 → 08/2019
    Fis
    Columbia, MD
  • 08/2019 → 07/2020
    Adp
    Rockville, MD
  • 07/2026 → Present
    Mariner
    Overland Park, KS
  • 07/2026 → Present
    Mariner Institutional
    Winter Park, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-10
S63 Uniform Securities Agent State Law Examination 2007-09-19
  • S65 Uniform Investment Adviser Law Examination
    2020-11-10
  • S63 Uniform Securities Agent State Law Examination
    2007-09-19
Other Names
  • Kevin A Takinen

View on SEC IAPD

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