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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ward is an investment advisor representative associated with Mariner Wealth Advisors. Kevin is based in Overland Park, Kansas. Kevin's firm is located in Overland Park, Kansas and has 194 licensed agents, 709 investment adviser representatives, and 97 registered representatives. Kevin has one state exam in the investment advisor category. Kevin passed the Uniform Investment Adviser Law Examination (Series 65) on 01/25/2016. Kevin specializes in 1, 2, 3, 4, 5, 6, 9 and 10. Kevin's experience includes working at Mariner Wealth Advisors from 03/2014 to the present. Kevin is registered with the state of Kansas. Kevin's firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles to individuals, insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and other.
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.
1
2
KS
01/25/2016 - Present
Mariner Wealth (OVERLAND PARK KS)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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