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Patrick John Calvert

Mariner Wealth

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About Patrick John Calvert

Patrick Calvert is an investment advisor representative at Mariner Wealth. Patrick holds a Series 65 license and is registered with the state of Kansas. Patrick is also a Certified Public Accountant (CPA) and Partner at Frankel Zacharia, LLC. Patrick has a strong background in tax planning and filing, as well as financial services.

Firm Information

Patrick Calvert is currently registered with Mariner Wealth. Mariner Wealth is an investment advisor based in OVERLAND PARK, KS. The firm has 18 licensed agents and 37 investment adviser representatives. They provide referral services to prospective clients and their primary client types are individuals other than high-net-worth individuals, insurance companies, investment companies, and charitable organizations.
Mariner Wealth

5700 W. 112TH ST

OVERLAND PARK, KS 66211

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

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referral of prospective clients to mariner

Referral of prospective clients to mariner

Fee Structure

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.

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other

Iars are compensated for referrals

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Patrick Calvert’s Registration & Firm History

KS

01/22/2018 - Present

Mariner Wealth (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 08/31/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick John Calvert.
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