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Mariner Wealth Advisors-Pr, LLC

CRD 329377SEC# 801-129362Overland Park, KS
Export (members)
No longer SEC-registered. Mariner Wealth Advisors-Pr, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.2M
Employees
1
Accounts
10
Location
Overland Park, KS

Mariner Wealth Advisors-Pr, LLC assets under management

Mariner Wealth Advisors-Pr, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. It reports $2.2 million in regulatory assets under management and employs 1 people.

Mariner Wealth Advisors-Pr, LLC owners & executives

37 reported
NameTitleOwnershipSince
Anne Jenelle Dorian ControlGeneral Counsel; Chief Compliance OfficerUnder 5%2023
Cheryl Renee Bicknell ControlChief Operating OfficerUnder 5%2023
Jeffrey Allen Poe ControlChief Financial OfficerUnder 5%2023
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Frequently asked questions

How much does Mariner Wealth Advisors-Pr, LLC manage?

Mariner Wealth Advisors-Pr, LLC reports $2.2 million in regulatory assets under management on its Form ADV.

How many employees does Mariner Wealth Advisors-Pr, LLC have?

Mariner Wealth Advisors-Pr, LLC reports 1 employees.

Where is Mariner Wealth Advisors-Pr, LLC located?

Mariner Wealth Advisors-Pr, LLC is based in Overland Park, KS.

Does Mariner Wealth Advisors-Pr, LLC disclose fund performance?

Mariner Wealth Advisors-Pr, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5700 W 112th Street,, Suite 500, Overland Park, KS 66211
Office hours8:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.2M
Non-discretionary$0
Total (RAUM)$2.2M