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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Neill is an investment advisor representative with Mariner Wealth Advisors. Michael has been in the industry since 1984. Michael is a Registered Investment Advisor in Kansas and Texas. Michael has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice. He is dedicated to helping clients achieve their financial goals through a variety of investment strategies, including traditional and alternative investments. Michael has a proven track record of success in managing a wide range of client assets and portfolios. Michael is a valuable resource for individuals, families, and businesses looking for comprehensive financial planning and investment management services. Michael is also a managing member of Fathog, LLC, an LLC that holds oil and mineral rights. Michael is a board member of the Kansas City Irish Center.
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
10/13/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
10/26/2010 - 05/31/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
05/03/2005 - 09/01/2010
CBIZ FINANCIAL SOLUTIONS, INC. (LEAWOOD KS)
CA
07/30/2001 - 05/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
02/27/1984 - 08/22/2001
AXA ADVISORS, LLC (NEW YORK NY)
CA
05/10/2000 - 05/25/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
02/27/1984 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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