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Morgen Hall

Mariner

Sioux Falls, SD

CRD 6852455

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2023-03-22
  • SD RA
    APPROVED
    Since 2023-03-22

Branch Locations

6320 S Western Ave Suite 100, Sioux Falls, SD 57108 • 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
OrganizationCityStateFromTo
Shipwreck Bar And Grill Chester SD 05/2016 08/2018
Bare Minerals Sioux Falls SD 01/2015 08/2018
Brandon Valley School Dristrict Brandon SD 08/2016 09/2017
Mariner Wealth Advisors Overland Park KS 09/2017 Present
Mariner Wealth Advisors Overland Park KS 03/2023 Present
  • 05/2016 → 08/2018
    Shipwreck Bar And Grill
    Chester, SD
  • 01/2015 → 08/2018
    Bare Minerals
    Sioux Falls, SD
  • 08/2016 → 09/2017
    Brandon Valley School Dristrict
    Brandon, SD
  • 09/2017 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 03/2023 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-18
  • S65 Uniform Investment Adviser Law Examination
    2023-03-18
Other Names
  • Morgen Javers

View on SEC IAPD

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