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Inactive

James Riley Dunn

Mariner

Overland Park, KS

CRD 6367606

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-10-25
  • KS RA
    APPROVED
    Since 2023-10-25

Branch Locations

5700 W. 112Th St. Ste. 500, Overland Park, KS 66219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Wealth Advisors Overland Park KS 01/2023 Present
Mariner Wealth Advisors Overland Park KS 10/2023 Present
Edelman Financial Engines Overland Park KS 05/2015 01/2023
University Of Missouri Kansas City Overland Park KS 08/2014 05/2017
  • 01/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 10/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 05/2015 → 01/2023
    Edelman Financial Engines
    Overland Park, KS
  • 08/2014 → 05/2017
    University Of Missouri Kansas City
    Overland Park, KS
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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