Deann Elmore (CRD# 4964605) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 14 years of experience in the finance industry.
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
CRD# 6844537
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Overland Park, KS | Mar 2019 - Current | 5 |
| Msec, LLC | Overland Park, KS | Mar 2019 - Current | 5 |
| Waddell & Reed Inc. | Overland Park, KS | Apr 2014 - Mar 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- KS
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
-
Average Account Value$611,818
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, VI, VT, WA, WI, WV, WY
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