Scott Thomas Mcgehee

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

• 05/2018 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 08/2016 → 05/2018
  The Trust Company
  Manhattan, KS
• 06/2017 → 08/2017
  Reed Financial Services
  Beachwood, OH

Other Businesses

Delta Upsilon Fraternity-Kansas State University Chapter; not investment-related; Board member; 5 hrs/month, 2 during securities trading hours. Kansas State University Department of Personal Financial Planning; not investment related, Manhattan, KS, Member of Advisory Board, start date: 04/01/2024, 2 hours per month, 1 hour during trading hours, Provide insight to the department directors and professors and network with students.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-24

Designations

• Certified Financial Planner