Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cunningham is a registered investment advisor representative who has been in the financial services industry for over 10 years. Brian Cunningham is currently employed by Mariner Wealth Advisors in Overland Park, Kansas. Brian Cunningham has previously worked at LPL Financial LLC, Waddell & Reed, Scottrade, Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Institutional Investments Inc.
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
10/11/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/12/2021 - 10/15/2021
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
09/18/2018 - 09/08/2021
WADDELL & REED (OVERLAND PARK KS)
MO
08/04/2016 - 03/09/2018
SCOTTRADE, INC. (KANSAS CITY MO)
KS
10/23/2015 - 08/11/2016
MORGAN STANLEY (LEAWOOD KS)
KS
12/01/2014 - 02/19/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
MO
01/31/2011 - 02/28/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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