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Kolby C Wilson

Mariner

Hixson, TN

CRD 7151148

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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
TN RA APPROVED 2025-11-13
  • TN RA
    APPROVED
    Since 2025-11-13

Branch Locations

Hixson, TN • 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
Mariner Overland Park KS 11/2024 Present
Capital Planning Llc Bellevue WA 06/2023 10/2024
Sageview Advisory Group Knoxville TN 06/2019 05/2023
Guidestone Financial Resources Dallas TN 02/2015 05/2019
  • 11/2024 → Present
    Mariner
    Overland Park, KS
  • 06/2023 → 10/2024
    Capital Planning Llc
    Bellevue, WA
  • 06/2019 → 05/2023
    Sageview Advisory Group
    Knoxville, TN
  • 02/2015 → 05/2019
    Guidestone Financial Resources
    Dallas, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13
Other Names
  • Kolby C Skidmore

View on SEC IAPD

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