Lindsey Anne Serrano

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2016-11-22

KS RA
APPROVED

Since 2016-11-22

Branch Locations

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mariner Wealth Advisors	Leawood	KS	11/2016	Present
Nelson-Atkins Museum Of Art	Kansas City	MO	08/2012	10/2016

11/2016 → Present

Mariner Wealth Advisors

Leawood, KS
08/2012 → 10/2016

Nelson-Atkins Museum Of Art

Kansas City, MO

Previous Registrations

2016-11-22 → 2018-03-31

Mariner Wealth Advisors

Overland Park, KS

Other Businesses

THE EPILEPSY FOUNDATION OF MO AND KS, 2340 EAST MEYER BLVD, BUILDING 1, SUITE 200B KANSAS CITY,MO 64132; NOT INVESTMENT RELATED; BOARD MEMBER; START DATE 10/2013, 2 HRS/MONTH 0 DURING SECURITIES TRADING HOURS, ATTEND MONTHLY BOARD MEETINGS AND ASSIST WITH FUNDRAISERS AND COMMITTEES. Airbnb, Inc; not investment related; Kansas City, MO; rental property; property manager / owner; start date Jan 2025; 12 hours /month, 0 during trading hours; short term rentals in Santa Barbara, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-22

S65 Uniform Investment Adviser Law Examination

2016-11-22

Other Names

Lindsey Anne Bjorseth

View on SEC IAPD

Current Employers

Mariner

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews