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Inactive

Campbell Elise Warren

Mariner

Irving, TX

CRD 7910518

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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
TX RA APPROVED 2024-09-13
  • TX RA
    APPROVED
    Since 2024-09-13

Branch Locations

Irving, TX • 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
Mariner Wealth Advisors Platte City MO 05/2023 08/2023
Mariner Wealth Advisors Overland Park KS 05/2024 Present
La Bodega Kansas City MO 06/2023 08/2023
Barred Owl Butcher And Table Columbia MO 08/2023 02/2024
University Of Missouri Columbia MO 10/2021 12/2023
University Of Missouri Columbia MO 08/2020 12/2023
Heavenly Rhythm Dance Studio Collinsville IL 08/2018 06/2020
Dairy Queen Troy IL 04/2018 12/2018
Hy-Vee Columbia MO 02/2021 09/2021
N/A Troy IL 01/2014 03/2018
Mariner Wealth Advisors Overland Park KS 05/2023 05/2024
  • 05/2023 → 08/2023
    Mariner Wealth Advisors
    Platte City, MO
  • 05/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 06/2023 → 08/2023
    La Bodega
    Kansas City, MO
  • 08/2023 → 02/2024
    Barred Owl Butcher And Table
    Columbia, MO
  • 10/2021 → 12/2023
    University Of Missouri
    Columbia, MO
  • 08/2020 → 12/2023
    University Of Missouri
    Columbia, MO
  • 08/2018 → 06/2020
    Heavenly Rhythm Dance Studio
    Collinsville, IL
  • 04/2018 → 12/2018
    Dairy Queen
    Troy, IL
  • 02/2021 → 09/2021
    Hy-Vee
    Columbia, MO
  • 01/2014 → 03/2018
    N/A
    Troy, IL
  • 05/2023 → 05/2024
    Mariner Wealth Advisors
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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