Timothy Skarda, financial advisor Leawood KS
90 score

Timothy Skarda

CRD Number: 6129710
Current Firm: Mariner Wealth Advisors, LLC

Timothy Skarda (CRD# 6129710) 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 Overland Park, KS Sep 2014 - Current 2
Mariner Wealth Advisors Leawood, KS Sep 2014 - Current 2
Allied Business Group Overland Park, KS Jan 2003 - Current 13
Abg Securities, LLC Overland Park, KS Mar 2013 - Sep 2014 1
Ryan Poage & Company Kansas City, MO Oct 2012 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Timothy J. Skarda
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
90
Clean Record
This advisor has a clean track record with regulators.

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