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Deann Lynn Morgan

Mariner Wealth

Stephenville, TX

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Current Employers
Mariner Wealth

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-09
  • TX RA
    APPROVED
    Since 2020-11-09

Branch Locations

Stephenville, 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
Mcnamee & Associates, Cpa, Pc Hulett WY 08/2006 10/2018
Mariner Wealth Advisors Overland Park KS 10/2020 Present
Mariner Wealth Advisors-Ic, Llc Overland Park KS 10/2020 Present
Deann Morgan, Cpa, Pc Stephenville TX 10/2018 Present
Honkamp Krueger Financial Services, Inc. Dubuque IA 01/2000 10/2020
Proequities, Inc. Belle Fourche SD 08/2000 09/2020
  • 08/2006 → 10/2018
    Mcnamee & Associates, Cpa, Pc
    Hulett, WY
  • 10/2020 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 10/2020 → Present
    Mariner Wealth Advisors-Ic, Llc
    Overland Park, KS
  • 10/2018 → Present
    Deann Morgan, Cpa, Pc
    Stephenville, TX
  • 01/2000 → 10/2020
    Honkamp Krueger Financial Services, Inc.
    Dubuque, IA
  • 08/2000 → 09/2020
    Proequities, Inc.
    Belle Fourche, SD
Previous Registrations
Other Businesses

DEANN MORGAN, CPA, PC (F/K/A NCMAMEE & ASSOCIATES); NOT INVESTMENT RELATED; PRESIDENT OF CPA/TAX FIRM; START DATE 01/2000; 180 HOURS/MONTH AND DURING SECURITIES TRADING HOURS. DEANN MORGAN, LLC; NOT INVESTMENT RELATED; INVOLVEMENT IN RODEO/HORSES; START DATE: 10/26/2018; 40 HRS/MONTH AND 0 DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-07
S63 Uniform Securities Agent State Law Examination 1999-07-08
  • S65 Uniform Investment Adviser Law Examination
    2000-09-07
  • S63 Uniform Securities Agent State Law Examination
    1999-07-08
Designations
Other Names
  • Deann Lynn Morgan
  • Deanne Laduke
  • Deann Lynn Laduke
  • Deann Lynn Morgan
  • Deann Lynn Mcnamee

View on SEC IAPD

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