Brian Heithoff, financial advisor Overland Park KS

Brian Heithoff

CRD Number: 2398165
Current Firm: Mariner Wealth Advisors

Brian Heithoff (CRD# 2398165) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 30 years of experience in the finance industry. Brian Heithoff 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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Mariner Wealth Advisors
Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors Overland Park, KS Dec 2015 - Current 8
Msec, LLC Overland Park, KS Oct 2014 - Current 9
Montage Investments Leawood, KS Oct 2014 - Dec 2015 1
Frontier Wealth Management LLC Kansas City, MO Jun 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Brian L. Heithoff
By the Numbers
  • Total Assets Under Management
    65,875
    MILLIONS
  • Total Number of Accounts
    112,465
    ACCOUNTS
  • Average Account Value
    $585,734
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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