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Inactive

Adam James Elder

Mariner

Indianapolis, IN

Franklin, IN

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-17
  • IN RA
    APPROVED
    Since 2024-09-17

Branch Locations

9045 River Rd Suite 475, Indianapolis, IN 46240 • United States

Franklin, IN • 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
Proequities, Inc Indianapolis IN 06/2016 09/2020
Honkamp Krueger Financial Services Inc Indianapolis IN 04/2016 08/2024
Avantax Investment Services, Inc. Indianapolis IN 09/2020 08/2024
Avantax Planning Partners Indianapolis IN 01/2021 08/2024
Avantax Insurance Agency And/Or Avantax Insurance Services Indianapolis IN 08/2023 08/2024
Mariner Wealth Advisors Overland Park KS 08/2024 Present
  • 06/2016 → 09/2020
    Proequities, Inc
    Indianapolis, IN
  • 04/2016 → 08/2024
    Honkamp Krueger Financial Services Inc
    Indianapolis, IN
  • 09/2020 → 08/2024
    Avantax Investment Services, Inc.
    Indianapolis, IN
  • 01/2021 → 08/2024
    Avantax Planning Partners
    Indianapolis, IN
  • 08/2023 → 08/2024
    Avantax Insurance Agency And/Or Avantax Insurance Services
    Indianapolis, IN
  • 08/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
S63 Uniform Securities Agent State Law Examination 2008-11-04
  • S66 Uniform Combined State Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2008-11-04

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

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