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Ann Teresa Erskine

Mariner Wealth

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About Ann Teresa Erskine

Ann Teresa Erskine is a Vice President, Compliance at Mariner Wealth Advisors. Ann has been in the industry for over 17 years and is registered as a Registered Representative and Investment Advisor Representative in the state of Kansas. Ann has also held previous roles at Waddell & Reed and IVY DISTRIBUTORS, INC. Ann is dedicated to providing her clients with the best possible financial advice and guidance.

Firm Information

Ann Erskine is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ann Erskine’s Registration & Firm History

KS

05/31/2022 - Present

Mariner Wealth (OVERLAND PARK KS)

KS

01/19/2006 - 08/25/2021

WADDELL & REED (OVERLAND PARK KS)

KS

01/19/2006 - 04/30/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/28/2005

Series 24 - General Securities Principal Examination

BC

Issued 12/18/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/15/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Teresa Erskine.
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