Cynthia Davila Kurz

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

• 03/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2021 → 02/2024
  Aspire Planning Associates
  San Francisco, CA
• 04/2019 → 08/2021
  Nasa Federal Credit Union
  Upper Marlboro, MD
• 11/2017 → 04/2019
  Jsk Financial Services
  Annapolis, MD
• 09/2017 → 11/2017
  Unemployed And Extended Travel
  Lanham, MD
• 06/2017 → 08/2017
  Unemployed
  Laredo, TX
• 08/2015 → 05/2017
  University Of Maryland, Global Campus
  Adelphi, MD
• 01/2017 → 04/2017
  V.I.T.A
  Laredo, TX
• 06/2016 → 11/2016
  Faro Investment Management
  Laredo, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-19

Designations

• Certified Financial Planner

Other Names

• Cynthia Guadalupe Davila
• Cynthia Guadalupe Davila Kurz