Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Hauser is an investment advisor representative at Mariner Wealth. Casey has been in the industry since 2015. Casey is registered with the state of Kansas. Casey has passed the Series 7, Series 66 and the SIE exams. Casey was previously employed by Montage Securities, LLC. Casey works at the Overland Park, KS branch of Mariner Wealth. Mariner Wealth offers financial planning, portfolio management, publication of periodicals, and educational seminars. Mariner Wealth primarily serves individuals, high net worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, banking institutions, and pooled investment vehicles.
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
03/13/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/01/2015 - 01/06/2017
MONTAGE SECURITIES, LLC (LEAWOOD KS)
BOTH
Issued 06/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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