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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Heithoff is an investment advisor representative with Mariner Wealth. Brian has been in the industry for 29 years. Brian's firm has offices in Overland Park, KS. Mariner Wealth has over 709 investment adviser representatives and 97 registered representatives. Brian has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination and the General Securities Representative Examination. Brian is a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
01/06/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
04/16/1996 - 06/17/2013
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
WI
06/06/1994 - 01/16/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
09/24/1993 - 05/03/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 06/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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