Martha Ann Wiles

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

• 02/2015 → 11/2016
  Montage Investments
  Leawood, KS
• 02/2015 → 01/2017
  Montage Securities
  Leawood, KS
• 01/2015 → 01/2018
  Onelife Kansas City
  Kansas City, MO
• 06/2010 → 01/2018
  Woodside Health & Tennis Club
  Westwood, KS
• 11/2016 → 10/2018
  Vantage Investment Advisors
  Overland Park, KS
• 03/2018 → Present
  Mariner Wealth Advisors
  Overland Park, PA

Previous Registrations

• 2016-11-15 → 2018-10-11
  Mariner Wealth Advisors
  Leawood, KS
  Overland Park, KS
• 2015-04-27 → 2016-11-15
  Montage Investments, Llc
  Leawood, KS

Exams

• S66 Uniform Combined State Law Examination
  2015-04-27

Other Names

• Maury A Wiles
• Martha A Wiles