Karla Haston

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

• 10/2009 → 09/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 03/2010 → 10/2019
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 08/2011 → Present
  Karla Haston
  Kansas City, MO
• 02/2020 → 10/2022
  Willow Farm Pool And Homes Association
  Kansas City, MO
• 05/2022 → Present
  Msec, Llc
  Overland Park, KS
• 05/2022 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2021 → 03/2022
  Unemployed
  Kansas City, MO
• 03/2022 → 05/2022
  Theta Lake
  Santa Barbara, CA

Previous Registrations

• 2009-10-26 → 2021-09-17
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS
• 2005-04-15 → 2009-10-14
  Ubs Financial Services Inc.
  Overland Park, KS
  Overland Parks, KS
  Kansas City, MO
  Weehawken, NJ
• 2001-05-07 → 2005-04-13
  Piper Sandler & Co.
  Leawood, KS

Other Businesses

08/2011-PRESENT, KARLA HASTON, KANSAS CITY, MO, SALES/BABY GIFTS, NOT INVEST-RELATED, OWNER, 4 HRS/MO, 0 HRS DURING SEC TRADING; MSEC, LLC, 5700 W. 112thST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED;REGISTERED REPRESENTATIVE; START DATE ; 40 HRS/WK DURING SECURITIES TRADING HOURS. MARINER WEALTH ADVISORS, 5700 W. 112thST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE ; 40 HRS/WK DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2001-04-06

Other Names

• Karla Jill Woods
• Karla Jill Haston