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Paul Elliot Cohen

Mariner Wealth

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About Paul Elliot Cohen

Paul Cohen is a financial advisor with Mariner Wealth in OVERLAND PARK, KS. Paul has been in the industry for over 15 years, and has a background in both investment banking and insurance sales. Paul is licensed to provide investment advice in Kansas.

Firm Information

Paul Cohen 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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Paul Cohen’s Registration & Firm History

KS

10/07/2019 - Present

Mariner Wealth (OVERLAND PARK KS)

MO

01/24/2006 - 12/31/2007

THE O.N. EQUITY SALES COMPANY (KANSAS CITY MO)

MN

08/12/2004 - 02/18/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/12/2004 - 02/18/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/26/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Elliot Cohen.
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