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Kevin Patrick Barlow

Mariner Independent

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About Kevin Patrick Barlow

Kevin Barlow is a financial advisor with Mariner Independent. Kevin has been in the industry for over 10 years and holds the Series 63, Series 65, and Series 7 licenses as well as the SIE exam. Kevin is a Chartered Financial Analyst and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kevin is also the Managing Partner of Ocean Heights Advisors, which offers investment advisory services through Mariner Platform Solutions. Prior to joining Mariner Independent, Kevin was a financial advisor at Bessemer Investor Services and RIM Securities.

Firm Information

Kevin Barlow is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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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.

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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Kevin Barlow’s Registration & Firm History

CA

03/01/2022 - Present

Mariner Independent (Newport Beach CA)

CA

05/13/2014 - 02/17/2015

BESSEMER INVESTOR SERVICES, INC. (SAN FRANCISCO CA)

CA

05/26/2011 - 03/10/2014

RIM SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 06/15/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/14/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick Barlow.
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