Best Investors Account Sign in
Inactive

Neal Patrick Mcmahon

Mariner

Cincinnati, OH

Claim This Profile
Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-04
  • OH RA
    APPROVED
    Since 2026-03-04

Branch Locations

312 Walnut St Suite 2300, Cincinnati, OH 45202 • 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 Wealth Advisors Overland Park KS 10/2024 01/2025
Mariner Wealth Advisors Overland Park KS 01/2025 Present
U.S. Bank Private Wealth Management Cincinnati OH 08/2022 05/2024
Pnc Private Bank Cincinnati OH 06/2016 08/2022
Unemployed Cincinnati OH 05/2024 10/2024
  • 10/2024 → 01/2025
    Mariner Wealth Advisors
    Overland Park, KS
  • 01/2025 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 08/2022 → 05/2024
    U.S. Bank Private Wealth Management
    Cincinnati, OH
  • 06/2016 → 08/2022
    Pnc Private Bank
    Cincinnati, OH
  • 05/2024 → 10/2024
    Unemployed
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor