Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobin? Claim Your ProfileTobin Brandt is an investment advisor representative with Mariner Wealth and has been in the industry since February 2, 2000. Previously, Tobin Brandt was registered with LPL FINANCIAL LLC, Waddell & Reed, QA3 FINANCIAL CORP., AMERITRADE, INC., ACCUTRADE INC., and Advanced Clearing, Inc. Tobin Brandt is licensed to conduct securities business in Arizona, California, Colorado, Delaware, Florida, Kansas, Missouri, Nebraska, New Jersey, Ohio, Oklahoma, Oregon, and South Dakota. Tobin Brandt is a registered representative with FINRA and holds the Series 7, Series 24, Series 52TO, Series 53, and Series 63 securities licenses. Tobin Brandt is also a registered investment advisor representative in Kansas. Tobin Brandt has been employed with MSEC, LLC and Mariner Wealth Advisors since August 2022.
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
08/25/2022 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
05/11/2021 - 08/31/2022
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
05/27/2011 - 09/14/2021
WADDELL & REED (OVERLAND PARK KS)
NE
02/20/2004 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
NE
01/02/2002 - 09/10/2002
AMERITRADE, INC. (OMAHA NE)
NE
04/30/2001 - 12/31/2001
ACCUTRADE INC. (BELLEVUE NE)
NE
05/12/1998 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NE
11/01/1999 - 04/20/2001
ADVANCED CLEARING, INC. (OMAHA NE)
BOTH
Issued 01/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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