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5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-05-13 |
| OR | RA | APPROVED | 2023-11-14 |
Branch Locations
5700 W. 112Th St. Ste. 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors-Ic | Overland Park | KS | 08/2023 | Present |
| North Willamette Tax Services, Llc | Canby | OR | 06/2011 | Present |
1) North Willamette Tax Services, LLC; not investment-related; Canby, OR; Owner; start date: 06/2011; 160 hrs/month 2) City of Canby, OR; not investment-related; city government; City Counselor; start date: 08/2023; 10 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
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