Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dugan is a financial advisor who has been in the industry since June 1996. Michael is currently registered with Mariner Wealth and has been with the firm since November 2019. Michael is a highly experienced advisor and has a variety of experience in the financial services industry, including working with BOK Financial Securities, Inc. and Lincoln Financial Advisors Corporation. Michael has a wide range of expertise and is able to provide comprehensive financial planning services. Michael is committed to helping clients achieve their financial goals.
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
11/11/2019 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
04/08/2010 - 12/05/2019
BOK FINANCIAL SECURITIES, INC. (OVERLAND PARK KS)
NJ
03/04/2009 - 04/29/2010
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MO
02/19/2002 - 03/03/2009
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IN
04/16/2001 - 01/10/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/16/2001 - 01/10/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
11/19/1993 - 10/29/1998
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 03/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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