Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Kathryn Morrow is a financial advisor with Mariner Wealth, a financial advisory firm located in Overland Park, Kansas. Joan has been with Mariner Wealth since January of 2020 and is registered as an investment advisor representative in both Kansas and Minnesota. Prior to joining Mariner Wealth, Joan worked as an Investment Advisor Representative with Denet Kenefick & Associates, PA in Mendota Heights, Minnesota. Joan is also a Certified Public Accountant and has been working as a CPA for Morrow & Company, Ltd. in Eagan, Minnesota since November 2022. Joan has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Joan offers a range of services to her clients, including referral of prospective clients to Mariner.
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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
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2
KS
03/09/2021 - Present
Mariner Wealth (OVERLAND PARK KS)
IA
Issued 12/02/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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