Robert Lee Woodard

Employer firm

Mariner Institutional, LLC CRD 111964

$2.82B regulatory AUM 891 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INVESTMENT AND FIDUCIARY GOVERNANCE CONSULTING

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

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

Current Employers

Employment History

• 10/2015 → 06/2018
  Mariner Institutional Consulting
  Overland Park, KS
• 06/2018 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 11/2024 → Present
  Mariner Institutional
  Winter Park, FL

Previous Registrations

• 2015-10-22 → 2018-07-03
  Mariner Institutional Consulting, Llc
  Overland Park, KS

Other Businesses

Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Financial Analyst

Other Names

• Robert L Woodard