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Shea Alac Mears

Mariner

West Des Moines, IA

CRD 6680663

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-27
IA RA APPROVED 2019-01-15
  • TX RA
    APPROVED
    Since 2021-08-27
  • IA RA
    APPROVED
    Since 2019-01-15

Branch Locations

1045 76Th Street Suite 1000, West Des Moines, IA 50266 • 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
OrganizationCityStateFromTo
Simpson College Indianola IA 06/2004 12/2018
Foster Group, Inc. West Des Moines IA 06/2016 08/2018
Shea Mears, Cpa Urbandale IA 08/2001 12/2018
Gilbert & Cook, Inc. Des Moines IA 08/2018 12/2018
Mariner Wealth Advisors Des Moines IA 01/2019 Present
  • 06/2004 → 12/2018
    Simpson College
    Indianola, IA
  • 06/2016 → 08/2018
    Foster Group, Inc.
    West Des Moines, IA
  • 08/2001 → 12/2018
    Shea Mears, Cpa
    Urbandale, IA
  • 08/2018 → 12/2018
    Gilbert & Cook, Inc.
    Des Moines, IA
  • 01/2019 → Present
    Mariner Wealth Advisors
    Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-28
  • S65 Uniform Investment Adviser Law Examination
    2016-07-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
FOSTER GROUP, INC.

Nearby Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE

Nearby Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA

More in West Des Moines, IA

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