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Barney Edgar Barnes

Mariner

Overland Park, KS

CRD 2149108

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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
TX RA APPROVED 2011-05-11
KS RA APPROVED 2009-05-15
  • TX RA
    APPROVED
    Since 2011-05-11
  • KS RA
    APPROVED
    Since 2009-05-15

Branch Locations

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • 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 05/2009 Present
Msec, Llc Overland Park KS 12/2011 Present
  • 05/2009 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 12/2011 → Present
    Msec, Llc
    Overland Park, KS
Previous Registrations
  • 2015-03-13 → 2018-03-31
    Mariner Wealth Advisors
    Overland Park, KS
    Leawood, KS
  • 2008-01-01 → 2009-05-19
    Overland Park, KS
  • 1997-12-16 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Overland Park, KS
    St. Louis, MO
    Overland Park, KS
Other Businesses

1. MARINER WEALTH ADVISORS, 5700 W. 112th St., Suite 500, Overland Park, KS 66211; SENIOR WEALTH ADVISOR; INVESTMENT RELATED; START DATE 3/31/14, 20 HRS A MONTH WITH 10 HOURS/MTH DURING SECURITIES HOURS. 2. MSEC, LLC, 5700 W. 112th St., Suite 500, Overland Park, KS 66211; INVESTMENT RELATED; REGISTERED REP; 40 HRS/WK DURING SECURITIES HOURS. 3. KTJ, LLC; Not investment related, Overland Park, KS, Member, Start date: 12/13/2016, 1 hour per month, 0 during trading hours, LLC formed to purchase barrels of whiskey.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-07-16
  • S63 Uniform Securities Agent State Law Examination
    1991-07-16
Designations
  • Certified Financial Planner
Other Names
  • Trey Barnes

View on SEC IAPD

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