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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 | 2021-03-10 |
| NE | RA | APPROVED | 2018-01-03 |
Branch Locations
5700 W. 112Th St Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honkamp Krueger Financial Services | Omaha | NE | 01/2014 | 10/2017 |
| Frankel Zacharia, Llc | Omaha | NE | 02/2004 | Present |
| Mariner Wealth Advisors-Ic,Llc | Overland Park | KS | 12/2017 | Present |
I AM CURRENTLY A CPA AND PARTNER AT THE FIRM, FRANKEL ZACHARIA, LLC AT 11404 WEST DODGE RD, OMAHA NE 68154. THIS IS A NON-INVESTMENT RELATED ACTIVITY. I STARTED WORKING WITH FRANKEL ZACHARIA IN FEBRUARY 2004 AND WE OFFER OUR CLIENTS TAX, ACCOUNTING, AND AUDIT SERVICES. I WORK APPROXIMATELY 200 HOURS PER MONTH, AND MOST OF THESE HOURS ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-05 |
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