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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-03-16 |
Branch Locations
8871 Ridgeline Blvd, Suite 100, Highlands Ranch, CO 80129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kummer Financial Strategies, Inc. | Highlands Ranch | CO | 11/1986 | 01/2018 |
| Kummer Financial Strategies, Llc | Highlands Ranch | CO | 01/2018 | 12/2018 |
| Mutual Securities Inc. | Highlands Ranch | CO | 07/2009 | 01/2018 |
| Mariner Wealth Advisors | Highlands Ranch | CO | 03/2018 | Present |
| Msec, Llc | Highlands Ranch | CO | 01/2018 | 12/2025 |
1. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START: 10.08.86, 871 RIDGELINE BLVD. HIGHLANDS RANCH, CO 80129, INSURANCE AGENCY/AGENT, INVESTMENT RELATED, LONG-TERM CARE, 4 HOURS PER MONTH, .5 HOURS PER DAY DURING TRADING HOURS. 2. Patricia Kummer, Author; Not investment related, Highlands Ranch, CO, Start date: 08/19/2025, 15 hours per month, 0 during trading hours, writing books
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-21 |
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