Richelle Stoneking, financial advisor Leawood KS
78 score

Richelle Stoneking

CRD Number: 6152301
Current Firm: Mariner Wealth Advisors, LLC

Richelle Stoneking (CRD# 6152301) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Leawood, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Montage Securities, LLC Leawood, KS Jan 2013 - Current 3
Mariner Wealth Advisors Leawood, KS Feb 2012 - Current 4
City Gym Kansas City, MO Jul 2011 - Apr 2012 < 1
Mariner Holdings Leawood, KS Oct 2010 - Jul 2011 < 1
State Street Corporation Kansas City, MO Oct 2009 - Oct 2010 1
Java House Iowa City, IA Aug 2009 - Aug 2010 1
Savvy Coffee & Wine Bar Kansas City, MO Oct 2008 - Oct 2009 1
M&i Bank Kansas City, MO Jun 2008 - Oct 2008 < 1
Johnson County Community College Overland Park, KS Feb 2008 - Jun 2008 < 1
North American Savings Bank Grandview, MO Jan 2008 - Feb 2008 < 1
University Of Iowa Iowa City, IA Aug 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Richelle M. Stoneking
Phone Number: 913-647-9700
Registered State(s):
  • KS
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
78

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