Kimberly Rose Blakely

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-04-23
IN	RA	APPROVED	2022-01-10
KY	RA	APPROVED	2021-11-30

OH RA
APPROVED

Since 2022-04-23
IN RA
APPROVED

Since 2022-01-10
KY RA
APPROVED

Since 2021-11-30

Branch Locations

4801 Olympia Park Plaza Suite 3500, Louisville, KY 40241 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Louisville	KY	04/2021	11/2021
Stock Yards Bank & Trust	Louisville	KY	10/2013	04/2021
Mariner Wealth Advisors	Louisville	KY	11/2021	Present

04/2021 → 11/2021

Ameriprise Financial Services, Llc

Louisville, KY
10/2013 → 04/2021

Stock Yards Bank & Trust

Louisville, KY
11/2021 → Present

Mariner Wealth Advisors

Louisville, KY

Other Businesses

Assumption High School; investment related; Louisville, KY; investment committee member; start date 1/1/26; 1 hour /month, 1 hour during trading hours; Participate in the discussions and investment reviews of Assumption High School's Endowment Funds, which are managed by another asset manager.

Current Employers

Mariner

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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