Kaley Dawn Carter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 01/2020 → 11/2022
  Mariner Wealth Advisor
  Overland Park, KS
• 07/2018 → 12/2019
  Mariner Wealth Advisor
  Overland Park, KS
• 08/2015 → 06/2018
  Mariner Wealth Advisors
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-12

Other Names

• Kaley Dawn Clark