![Ian Trembly, financial advisor Lees Summit MO](/img/ws/profile-blank-sq.png)
Ian Trembly (CRD# 7426128) is an Investment Advisor Representative working at On Investment Management Co in Lees Summit, MO and has over 2 years of experience in the finance industry.
![James Claiborne, financial advisor Lees Summit MO](/img/ws/profile-blank-sq.png)
CRD# 2074636
Financial Partners Group, Inc.
![Glenn Able, financial advisor Lees Summit MO](/img/ws/profile-blank-sq.png)
CRD# 1380183
Creative Planning
![Michael Abramson, financial advisor Lees Summit MO](/img/ws/profile-blank-sq.png)
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
The On Equity Sales Company | Cincinnati, OH | Sep 2021 - Current | 2 |
Ohio National Financial Services | Cincinnati, OH | Aug 2021 - Current | 2 |
Shipt | Kansas City Metro Area, KS | Oct 2020 - Current | 3 |
The Home Depot | Kansas City Metro Area, KS | Jan 2016 - Mar 2021 | 5 |
Msp | Kansas City Metro Area, KS | Apr 2011 - Oct 2017 | 6 |
Olathe Youth Baseball | Olathe, KS | May 2005 - Oct 2017 | 12 |
Avila University | Kansas City, MO | Aug 2013 - May 2016 | 2 |
The Bars Program | Kansas City Metro Area, KS | Feb 2013 - Nov 2015 | 2 |
Floral Plant Growers LLC | Kansas City Metro Area, KS | May 2014 - Jul 2015 | 1 |
Dick's Sporting Goods | Leawood, KS | Sep 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2021 |
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- KS
- MO
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Total Assets Under Management2,195MILLIONS
-
Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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