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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-13 |
| WI | RA | APPROVED | 2023-03-23 |
Branch Locations
905 Harpeth Valley Place, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carthage College | Kenosha | WI | 09/2017 | 05/2021 |
| Carthage College Todd Wehr Center | Kenosha | WI | 09/2018 | 06/2020 |
| Sunnyslope Golf Course | New Berlin | WI | 05/2019 | 08/2019 |
| Robert W Baird | Milwaukee | WI | 06/2020 | 03/2021 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2021 | Present |
| Goetz'S Driving Range | Sussex | WI | 03/2015 | 09/2018 |
| Best Buy | Delafield | WI | 11/2015 | 12/2016 |
| Arrowhead High School | Hartland | WI | 03/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
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