Kyndra M. Burgess

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 11/2011 → 10/2022
  Msec, Llc
  Overland Park, KS

Previous Registrations

• 2015-05-22 → 2017-03-22
  Firstpoint Financial, Llc
  Pittsburg, KS
  Overland Park, KS
• 2005-11-28 → 2006-05-31
  A. G. Edwards & Sons, Inc.
  Pittsburg, KS
  Pittsburg, KS

Other Businesses

KBX2, LLC; investment-related; Pittsburg, KS; real estate investment; member; start date: 4/2023; 10 hrs/month; 0 hrs during trading hours; LLC created to invest in real estate for purpose of renting and/or selling

Exams

• S66 Uniform Combined State Law Examination
  2005-11-26

Other Names

• Kyndra Marie Bicknell
• Kyndra M. Burgess
• Kyndra M. Burgess