Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Lucas Armitage is a financial advisor with over five years of experience in the industry. Marguerite is a Certified Financial Planner™ professional, registered with the state of Kansas. Marguerite is associated with Mariner Wealth Advisors. Marguerite specializes in various aspects of financial planning, including portfolio management for individuals, businesses, and pooled investment vehicles. Marguerite also provides pension consulting and educational seminars.
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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KS
03/12/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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