Marguerite Lucas Armitage

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:

Current Employers

Mariner

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2018-03-12

KS RA
APPROVED

Since 2018-03-12

Branch Locations

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

Organization	City	State	From	To
Mariner Wealth Advisors - Leawood	Leawood	KS	08/2016	03/2018
Mariner Wealth Advisors	Overland Park	KS	03/2018	Present
Roden + Fields	San Francisco	CA	11/2015	02/2020

08/2016 → 03/2018

Mariner Wealth Advisors - Leawood

Leawood, KS
03/2018 → Present

Mariner Wealth Advisors

Overland Park, KS
11/2015 → 02/2020

Roden + Fields

San Francisco, CA

Previous Registrations

2016-08-31 → 2018-03-31

Mariner Wealth Advisors

Overland Park, KS

Leawood, KS

Overland Park, KS
2015-09-29 → 2016-07-13

Legacy Financial Strategies, Llc

Overland Park, KS

Other Businesses

Seeds of Hope Brazil, Inc.; not investment-related; Henrico, VA; Board Member; start date: 02/2020; 1 hr/month; 0 hrs during trading hours; attend board meetings and discuss business, fundraise

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-28

S65 Uniform Investment Adviser Law Examination

2015-09-28

Designations

Certified Financial Planner

Other Names

Marguerite Lee Lucas

View on SEC IAPD