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Kelly Bernard Trevethan

Mariner Wealth

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About Kelly Bernard Trevethan

Kelly Bernard Trevethan is a financial advisor with over 37 years of experience in the financial services industry. Kelly currently is registered with Mariner Wealth. Kelly is also a registered investment advisor representative in California and Texas. Previously Kelly was registered with MSEC, LLC., CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., OPPENHEIMER & CO. INC., CIBC WORLD MARKETS CORP., EVEREN SECURITIES, INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, LEHMAN BROTHERS INC., PRUDENTIAL-BACHE SECURITIES INC., and BEAR, STEARNS & CO. INC.. Kelly holds the Series 7 and Series 63 licenses. Kelly is also a Board Member for the Olympic Club Foundation.

Firm Information

Kelly Trevethan is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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family office services

Family office services

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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Kelly Trevethan’s Registration & Firm History

CA

10/26/2020 - Present

Mariner Wealth (DANVILLE CA)

CA

10/26/2020 - 08/01/2023

MSEC, LLC (Danville CA)

CA

11/01/2017 - 11/25/2020

CETERA ADVISOR NETWORKS LLC (WALNUT CREEK CA)

CA

09/12/2008 - 11/01/2017

GIRARD SECURITIES, INC. (WALNUT CREEK CA)

CA

01/03/2003 - 09/18/2008

OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)

NY

11/10/1995 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

MO

12/18/1992 - 10/24/1995

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NJ

10/28/1991 - 12/24/1992

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

08/03/1990 - 11/01/1991

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

01/05/1990 - 08/27/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

11/22/1989 - 01/11/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

08/21/1985 - 08/07/1989

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/13/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Bernard Trevethan.
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