Martin Bicknell, financial advisor Leawood KS
83 score

Martin Bicknell

CRD Number: 2007121
Current Firm: Mariner Wealth Advisors, LLC

Martin Bicknell (CRD# 2007121) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Leawood, KS and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Mariner Wealth Advisors, LLC Overland Park, KS May 2006 - Current 10
Cbiz Financial Solutions Inc. Leawood, KS Jan 2011 - May 2013 2
Purshe Kaplan Sterling Investments Albany, NY May 2006 - Nov 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Martin C. Bicknell
Phone Number: 913-647-9700
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    673
    MILLIONS
  • Total Number of Accounts
    2,037
    ACCOUNTS
  • Average Account Value
    $330,386
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

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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