Ann Erskine

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

• 12/2005 → 08/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 12/2005 → 04/2021
  Ivy Funds Distributor, Inc.
  Overland Park, KS
• 12/2001 → 09/2017
  Ann Erskine
  Overland Park, KS
• 09/2021 → 10/2021
  Unemployed
  Overland Park, KS
• 10/2021 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 10/2021 → Present
  Msec, Llc
  Overland Park, KS

Other Businesses

MSEC, LLC, 5700 W. 112thST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; VICE PRESIDENT, COMPLIANCE; START DATE 10/2021 ; 40 HRS/WK DURING SECURITIES TRADING HOURS. MARINER WEALTH ADVISORS, 5700 W. 112thST., SUITE 500, OVERLAND PARK, KS 66211; INVESTMENT RELATED; VICE PRESIDENT, COMPLIANCE; START DATE 10/2021; 40 HRS/WK DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-24

Other Names

• Ann Teresa Audley
• Erskine Teresa Erskine
• Ann Teresa Erskine