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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 | 2021-03-10 |
| NE | RA | APPROVED | 2018-01-03 |
Branch Locations
5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frankel Zacharia Llc | Omaha | NE | 01/2003 | Present |
| Mariner Wealth Advisors-Ic, Llc | Overland Park | KS | 12/2017 | Present |
EMPLOYED FULL TIME WITH FRANKEL ZACHARIA, LLC AS CPA AND PARTNER. 11404 WEST DODGE ROAD, SUITE 700, OMAHA, NE 68154-2576. BUSINESS IS NOT INVESTMENT RELATED. HE IS A TAX PARTNER AND CPA, STARTED 1/2003: WORK 200 HOURS A MONTH, 2080 HOURS A YEAR MOSTLY DURING MARKET HOURS. DUTIES ARE CPA SERVICES INCLUDING TAX PLANNING AND FILING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-03 |
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