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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-24 |
| AZ | RA | APPROVED | 2024-03-04 |
Branch Locations
17770 N Pacesetter Way Suite 200, Scottsdale, AZ 85255 • United States
1743 Sidewinder Drive 1St Floor, Park City, UT 84060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Overland Park | KS | 08/2023 | 01/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2024 | Present |
| Laurel Springs | Phoenix | AZ | 01/2014 | 12/2017 |
| University Of Notre Dame | Notre Dame | IN | 01/2019 | 06/2022 |
| University Of Oregon | Eugene | OR | 01/2018 | 12/2018 |
| Goldman Sachs | Dallas | TX | 07/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
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