Marguerite Armitage, financial advisor Overland Park KS

Marguerite Armitage

CRD Number: 6549656
Current Firm: Mariner Wealth Advisors

Marguerite Armitage (CRD# 6549656) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 4 years of experience in the finance industry. Marguerite Armitage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors Overland Park, KS Mar 2018 - Current 2
Roden + Fields San Francisco, CA Nov 2015 - Feb 2020 4
Mariner Wealth Advisors - Leawood Leawood, KS Aug 2016 - Mar 2018 1
Legacy Financial Strategies, LLC Overland Park, KS Mar 2015 - Jun 2016 1
American Consultants Overland Park, KS Aug 2014 - Mar 2015 < 1
Iberia Bank New Orleans, LA Jul 2011 - Jun 2014 2
N/a New Orleans, LA Apr 2011 - Jun 2011 < 1
Sucre Restaurant New Orleans, LA Dec 2010 - Mar 2011 < 1
Vietnam Usa Society English Training Svcs. Center Ho Chi Minh, Sep 2009 - Sep 2010 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Marguerite L. Armitage
Phone Number: 913-904-5700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    22,043
    MILLIONS
  • Total Number of Accounts
    44,018
    ACCOUNTS
  • Average Account Value
    $500,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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