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Account
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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-02 |
Branch Locations
18500 W. Corporate Dr. Suite 120, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Milwaukee | WI | 10/2022 | 12/2022 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2023 | 05/2023 |
| Mariner Wealth Advisors | Overland Park | KS | 05/2023 | Present |
| Marquette University | Milwaukee | WI | 09/2021 | 12/2022 |
| Milwaukee Tool | Milwaukee | WI | 06/2022 | 09/2022 |
| Marquette University | Milwaukee | WI | 11/2018 | 06/2021 |
| Husco International | Waukesha | WI | 09/2020 | 08/2021 |
| Gilbane Building Co | Melrose Park | IL | 06/2019 | 08/2019 |
| P.F. Chang's | Wauwatosa | WI | 06/2020 | 08/2020 |
| St. Raymond Parish | Mt. Prospect | IL | 07/2016 | 08/2018 |
No entity name; not investment related; Milwaukee, WI; Etsy sales; owner/ creator; start date 4/14/25; 20 hours per month, 0 during trading hours; selling 3D printed items
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
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