Joseph Michael Coletta

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

• 12/2015 → 05/2017
  Reed Financial Group
  Overland Park, KS
• 06/2017 → Present
  Mariner Wealth Advisors
  Leawood, KS
• 03/2018 → Present
  Mariner Wealth Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2017-06-13 → 2018-03-31
  Mariner Wealth Advisors
  Leawood, KS
• 2016-02-09 → 2017-05-30
  Reed Financial Group, Inc.
  Humacao, PR

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-09

Designations

• Certified Financial Planner

Other Names

• Joseph M Coletta