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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-12 |
Branch Locations
9045 River Road Ste. 475, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bedel Financial | Indianapolis | IN | 12/2015 | 02/2017 |
| Ch Douglas & Gray | Indianapolis | IN | 03/2017 | 03/2019 |
| Treybourne Wealth Planners | Greenwood | IN | 10/2019 | 12/2021 |
| Unemployed | Indianapolis | IN | 04/2019 | 09/2019 |
| Savant Wealth Management | Rockford | IL | 09/2021 | 03/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-20 |
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