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Kenneth Furman

Mariner Wealth

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About Kenneth Furman

Kenneth Furman is a Registered Investment Advisor and is currently affiliated with Mariner Wealth. Kenneth has been a licensed professional in the financial services industry since 1989, and has a combined 35 years of experience. Kenneth also holds the Series 6, 7, 9, 10, 63, 65 and SIE licenses. Kenneth has previously worked for other firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, MetLife Securities Inc., Liberty Securities Corporation, GNA Securities, Inc., PAMCO Securities and Insurance Services, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Kenneth has a wide range of experience in the financial services industry.

Firm Information

Kenneth Furman 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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Kenneth Furman’s Registration & Firm History

NJ

05/03/2024 - Present

Mariner Wealth (Madison NJ)

NJ

01/30/2018 - 02/09/2024

CHARLES SCHWAB & CO., INC. (Millburn NJ)

NJ

11/11/2022 - 12/20/2023

TD AMERITRADE, INC. (Millburn NJ)

NJ

01/13/2010 - 01/05/2018

FIDELITY BROKERAGE SERVICES LLC (BRIDGEWATER NJ)

NY

05/15/2009 - 12/18/2009

METLIFE SECURITIES INC. (PEARL RIVER NY)

NJ

09/11/1994 - 12/05/2008

FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)

NA

08/01/1994 - 08/22/1994

CHEMICAL INVESTMENT SERVICES CORP.

NY

11/19/1993 - 08/01/1994

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

VA

04/23/1991 - 11/24/1993

GNA SECURITIES, INC. (GLEN ALLEN VA)

NA

07/23/1990 - 05/14/1991

PAMCO SECURITIES AND INSURANCE SERVICES

MA

01/03/1989 - 07/27/1990

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

01/03/1989 - 07/27/1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 06/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/14/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/1994

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Furman.
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