Whitney Leigh Reagan

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

• 04/2012 → 12/2019
  Msec, Llc
  Overland Park, KS
• 10/2015 → Present
  Mariner Wealth Advisors
  Leawood, KS

Previous Registrations

• 2013-07-08 → 2015-10-06
  Montage Investments, Llc
  Leawood, KS

Other Businesses

1. The Children's Place Charitable Foundation Inc., Kansas City, MO, Non Profit Agency, Board Member, 06/01/2022, 8 hrs. per month, 5 hrs. during trading hours, ensuring the agency stays within its purpose to serve as a trauma treatment agency to children ages 0-8 years old and heal their deepest hurts. I serve on the finance committee and the board management committee. 2. Bicknell Legacy Foundation; Overland, Park, KS Family foundation, Chairman of the Board, 1/1/2018, 8 hrs. per month, 4 hrs. during trading hours, run board meetings, parent trustees and make investment recommendations.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-14

Other Names

• Whitney Gallagher
• Whitney Leigh Gallagher