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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Irene Hultz is a registered investment advisor representative with Mariner Wealth, located in Overland Park, KS. Theresa has been in the financial services industry since June 7, 1997, and has held registrations with several other firms, including PURSHE KAPLAN STERLING INVESTMENTS and A. G. EDWARDS & SONS, INC. Theresa holds Series 7, 63, and 66 licenses, as well as the SIE exam. Mariner Wealth is a firm that provides investment advice and financial planning to individuals, families, and businesses. The firm has offices in Overland Park, KS and other locations across the United States. Theresa focuses on providing a range of services including financial planning, portfolio management, and wealth management strategies for a variety of clients, including high-net-worth individuals, families, and businesses.
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.
1
2
KS
06/08/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/11/2006 - 11/09/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
01/23/2004 - 05/31/2006
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
MO
05/22/2000 - 10/16/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
KS
09/27/1993 - 12/16/1997
MCLEAR AND COMPANY (WESTWOOD KS)
BOTH
Issued 03/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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