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Brian Arthur Kinney

Mariner Independent

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About Brian Arthur Kinney

Brian Kinney is an investment advisor representative with Mariner Independent. Brian has been in the industry since 1996 and has a Series 7, Series 63, and Series 65 license. Brian's previous employers include National Financial Services LLC and Fidelity Brokerage Services LLC. Currently, Brian is a Founder of Kinney Munro Wealth Advisors, an investment advisory firm that offers investment advisory services through the Mariner Platform Solutions. Brian is also a professional and executive coach at Catalyst Professional Advisors. Brian is registered with the state of Massachusetts.

Firm Information

Brian Kinney is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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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.

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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Brian Kinney’s Registration & Firm History

MA

03/06/2024 - Present

Mariner Independent (Wellesley MA)

MA

03/09/2001 - 08/29/2003

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

RI

04/23/1996 - 03/09/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 01/16/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Arthur Kinney.
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