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Mariner CRD 140195
$125B regulatory AUM 216 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-08-22 |
Branch Locations
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 07/2019 | Present |
| The Trust Company Of Manhattan | Manhattan | KS | 08/2018 | 05/2019 |
| Powercat Financial | Manhattan | KS | 01/2018 | 05/2019 |
| Legacy Financial Strategies | Leawood | KS | 06/2018 | 08/2018 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2017 | 07/2017 |
| Camp War Eagle | Rogers | AR | 05/2016 | 08/2016 |
| Unemployed/Student | Manhattan | KS | 08/2015 | 05/2019 |
| Berkshire Pool | Leawood | KS | 05/2013 | 07/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-07 |
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