Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyndra? Claim Your ProfileKyndra Burgess is a financial advisor with Mariner Wealth Advisors. Kyndra has over 15 years of experience in the financial services industry. Kyndra is registered with the state of Kansas and holds a Series 7, Series 66, and SIE licenses. Kyndra has previously worked with MSEC, LLC, PURSHE KAPLAN STERLING INVESTMENTS and A. G. EDWARDS & SONS, INC. Kyndra is also a member of KBX2, LLC, a real estate investment firm. Kyndra specializes in a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, family office services, educational seminars, and selection of other advisors. Kyndra's clients include individuals, high-net-worth individuals, families, businesses, trusts, estates, foundations, charitable organizations, retirement plans, and pooled investment vehicles.
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
KS
05/11/2006 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
11/09/2011 - 10/28/2022
MSEC, LLC (PITTSBURG KS)
KS
05/11/2006 - 10/07/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
KS
11/15/2005 - 05/31/2006
A. G. EDWARDS & SONS, INC. (PITTSBURG KS)
BOTH
Issued 11/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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