DFX Intelligence
Advisors
Advisors registered through Mariner Wealth
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Justin Alan Plate | Mariner Wealth no RAUM | Overland Park, Ks | Mar 5, 2025 | 27 y | 0 | 1 |
| David S Pummel | Mariner Wealth no RAUM | Overland Park, Ks | Aug 23, 2022 | 42 y | 1 | 2 |
| Kalen Kenneth Richey | Mariner Wealth no RAUM | Overland Park, Ks | May 1, 2024 | 13 y | 0 | 2 |
| T••••• J•• R••••• Personal Financial Specialist | M•••••• W••••• no RAUM | Overland Park, Ks | Jun 27, 2025 | 26 y | 1 | 2 |
| T••••• W•••••• S••••••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Feb 15, 2024 | 26 y | 2 | 2 |
| T••••• J••• S•••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Jan 3, 2018 | 24 y | 1 | 2 |
| T••• M•••• S•••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Apr 16, 2025 | 29 y | 1 | 2 |
| M•••••• J•••• S•••• | M•••••• W••••• no RAUM | Overland Park, Ks | Apr 4, 2018 | 17 y | 0 | 2 |
| P•••••• B•••• S•••• | M•••••• W••••• no RAUM | Overland Park, Ks | Jun 27, 2025 | 14 y | 2 | 2 |
| S•••• D• S••••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Jan 3, 2018 | 22 y | 1 | 2 |
| D••••• S•••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Nov 14, 2023 | 15 y | 0 | 2 |
| C••••• S••••••• | M•••••• W••••• no RAUM | Newport Beach, Ca | Apr 14, 2026 | 16 y | 0 | 1 |
| A••••• F••• U••• | M•••••• W••••• no RAUM | Overland Park, Ks | Sep 13, 2024 | 26 y | 1 | 2 |
| A••••• J••• W••••••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Sep 5, 2019 | 16 y | 0 | 2 |
| A••••• L•• Z••••••••• | M•••••• W••••• no RAUM | Overland Park, Ks | Jun 18, 2024 | 20 y | 1 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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65 advisors match.