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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kip? Claim Your ProfileKip Allen Mechals is a financial advisor with Mariner Wealth. Kip has been working in the financial services industry since 1989. Kip holds licenses in Oregon to conduct business as an Investment Advisor Representative and has a Series 63, Series 6, Series 7, Series 24, and SIE. Kip is also licensed as a Real Estate Agent.
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.
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2
OR
03/16/2022 - Present
Mariner Wealth (McMinnville OR)
OR
02/28/2012 - 11/18/2019
CETERA ADVISORS LLC (MCMINNVILLE OR)
OR
11/26/2001 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (MCMINNVILLE OR)
TX
01/17/2001 - 11/26/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
06/19/1998 - 02/26/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
GA
03/08/1995 - 07/07/1998
WMA SECURITIES, INC. (DULUTH GA)
KS
09/07/1989 - 03/08/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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