Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-12-06 |
Branch Locations
8050 Sw Pfaffle Street Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 02/2013 | 01/2022 |
| Cascadia Advisory Services, Llc | Portland | OR | 02/2013 | 01/2022 |
| Fairway Independent Mortgage Corporation | Madison | WI | 01/2016 | 04/2018 |
| Msec, Llc | Portland | OR | 01/2022 | 03/2025 |
| Mariner Wealth Advisors | Portland | OR | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-15 |
Reach out to this advisor