David Kent Stofer

Current Employers

Employment History

• 10/2014 → 06/2018
  Mariner Retirement Advisors
  Overland Park, KS
• 10/2014 → 06/2024
  Msec, Llc
  Overland Park, KS
• 06/2018 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 10/2024 → Present
  Mariner Institutional
  Winter Park, FL

Previous Registrations

• 2014-10-08 → 2018-07-03
  Mariner Retirement Advisors, Llc
  Overland Park, KS
  Leawood, KS
• 2008-01-07 → 2014-10-08
  Cetera Wealth Services, Llc
  Kansas City, MO
  Newport Beach, CA
  Kansas City, MO
• 2008-01-25 → 2014-10-07
  Creative Planning Institutional Advisors, Llc
  Kansas City, MO
  Newport Beach, CA
• 2006-01-24 → 2007-08-27
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1)-APPROXIMATE 1% INTEREST IN AN OIL WELL INVESTMENT THROUGHT A COMPANY CALLED MID-CONTINENT ENERGY (MCE). MCE ALSO HAS A OIL WELL AND A LEASE ON LAND SECTIONS IN OKLAHOMA. 2) FIXED INSURANCE PRODUCTS; LIFE, HEALTH, DISABILITY, ANNUITIES, AND LTC. 3) CENTER FOR FIDUCIARY MANAGEMENT OWNER/INVESTOR FINANCIAL ANALYTIC SOFTWARE PROGRAM 4) MAGNETAR PARTNERS LLC-PASSIVE INVESTOR 5) Evoshare, 2288 Fulton St, Suite 301, Berkely, CA 94502; not investment related; Board member and duties include attending a quarterly meeting and available for one-off calls from CEO; start date 2/1/18; 4 hrs/month and 4 hrs during securities trading hours. 6) Consulting for Guidepoint Global, Not investment related; Provides thoughts and opinions based upon industry experience to clients of Guidepoint Global as solicited; Start date 2/2019; less than 1 hr/month and 0 during securities trading hours. 7) Rental Property, Branson, MO; Not Investment Related; Owner; Start Date 6/1/2022; <1 hr monthly, < 1 hr during securities trading hours. 8) Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. 9) Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-07
• S63 Uniform Securities Agent State Law Examination
  1984-11-30

Designations