Taylor Gilpin

Current Employers

Mariner Wealth

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-06-26
KS	RA	APPROVED	2025-06-23

OK RA
APPROVED

Since 2025-06-26
KS RA
APPROVED

Since 2025-06-23

Branch Locations

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

Organization	City	State	From	To
Conklin Gilpin & Wertz, Pllc	Tulsa	OK	10/2010	Present
Avantax Advisory Services	Tulsa	OK	11/2021	06/2025
Mariner Wealth Advisors - Ic	Overland Park	KS	06/2025	Present

10/2010 → Present

Conklin Gilpin & Wertz, Pllc

Tulsa, OK
11/2021 → 06/2025

Avantax Advisory Services

Tulsa, OK
06/2025 → Present

Mariner Wealth Advisors - Ic

Overland Park, KS

Previous Registrations

2022-01-21 → 2025-06-20

Avantax Advisory Services

Tulsa, OK

Other Businesses

Conklin Gilpin & Wertz, PLLC; Not Investment-Related; Tulsa, OK; Accounting, Consulting, Financial Planning, and Estate Planning firm; Partner; Start Date - 10/2010; 160 hours/month during securities trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-01-21

S65 Uniform Investment Adviser Law Examination

2022-01-21

View on SEC IAPD

Current Employers

Mariner Wealth

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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