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Frank Joseph Palermo

Mariner Wealth

Overland Park, KS

CRD 7693578

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Employer firm

Mariner Wealth CRD 289886

Reported services (Item 5G)

  • REFERRAL OF PROSPECTIVE CLIENTS TO MARINER

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

Current Employers
Mariner Wealth

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-24
  • PA RA
    APPROVED
    Since 2023-02-24

Branch Locations

5700 W. 112Th St. Ste. 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
OrganizationCityStateFromTo
Palermo/Kissinger & Associates, Pc Washington PA 09/2006 Present
Mariner Wealth Advisors-Ic Overland Park KS 01/2023 Present
  • 09/2006 → Present
    Palermo/Kissinger & Associates, Pc
    Washington, PA
  • 01/2023 → Present
    Mariner Wealth Advisors-Ic
    Overland Park, KS
Other Businesses

Palermo/Kissinger & Associates; Washington, PA; not investment-related; CPA firm; title: CPA/Shareholder

View on SEC IAPD

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