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531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-22 |
Branch Locations
13815 Fnb Parkway Suite 100, Omaha, NE 68154 • United States
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-06-29 |
Branch Locations
13815 Fnb Parkway Suite 100, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Omaha | NE | 07/2014 | Present |
| Mariner Retirement Advisors | Overland Park | KS | 09/2014 | 06/2018 |
| Mariner Institutional | Winter Park | FL | 11/2024 | Present |
Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
| S66 | Uniform Combined State Law Examination | 2010-07-10 |
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