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Kirk Boster is a financial advisor at Mariner Wealth located in Overland Park, Kansas. Kirk Boster has been in the financial industry since 2004 and has a series 63 and 65 licenses. Kirk Boster is also a Certified Financial Planner. Kirk Boster has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, MONTAGE SECURITIES, LLC, JOHN HANCOCK DISTRIBUTORS LLC, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., and AMERICAN CENTURY INVESTMENT SERVICES INC.. Kirk Boster offers financial planning services to individuals, businesses, and retirement plans.
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
03/15/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
08/18/2010 - 11/09/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
MA
05/08/2007 - 06/28/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
12/12/2003 - 08/23/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
10/01/2001 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 03/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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