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William L. Traylor

Mariner

Oakbrook Terrace, IL

CRD 7023299

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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
IL RA APPROVED 2019-01-18
  • IL RA
    APPROVED
    Since 2019-01-18

Branch Locations

One Mid America Plaza Ste. 500, Oakbrook Terrace, IL 60181 • 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
Ofm Wealth Orland Park IL 07/2015 12/2018
Mariner Wealth Advisors Chicago IL 01/2019 Present
  • 07/2015 → 12/2018
    Ofm Wealth
    Orland Park, IL
  • 01/2019 → Present
    Mariner Wealth Advisors
    Chicago, IL
Previous Registrations
  • 2018-09-28 → 2018-12-17
    Ofm Wealth
    Orland Park, IL
Designations
  • Certified Financial Planner
Other Names
  • William Traylor

View on SEC IAPD

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