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Robert Griffith

Mariner Independent

Overland Park, KS

Mt. Shasta, CA

CRD 8262268

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Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner Independent

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2026-05-20
  • CA RA
    APPROVED_RES
    Since 2026-05-20

Branch Locations

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

205 N. Mt. Shasta Blvd Suite 300, Mt. Shasta, CA 96067 • 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 04/2026 Present
Agt Cpas And Adviors Redding CA 11/2016 Present
K-Coe Isom,Llp Redding CA 01/2015 10/2016
  • 04/2026 → Present
    Mariner
    Overland Park, KS
  • 11/2016 → Present
    Agt Cpas And Adviors
    Redding, CA
  • 01/2015 → 10/2016
    K-Coe Isom,Llp
    Redding, CA
Designations
  • Personal Financial Specialist

View on SEC IAPD

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