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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-27 |
| IA | RA | APPROVED | 2019-01-15 |
Branch Locations
1045 76Th Street Suite 1000, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-28 |
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