Kevin Thompson, financial advisor Omaha NE
96 score

Kevin Thompson

CRD Number: 5941426
Current Firm: Mariner Wealth Advisors

Kevin Thompson (CRD# 5941426) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 6 years of experience in the finance industry. Kevin Thompson 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.

Similar Advisors
Rick Young, financial advisor Omaha NE
Rick A. Young
CRD# 2747345
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Eric Gustafson, financial advisor Omaha NE
Eric A. Gustafson
CRD# 5305235
Wells Fargo Clearing Services, LLC
Similar Advisors
Derek Burry, financial advisor Omaha NE
Derek M. Burry
CRD# 5864943
Mutual Of Omaha Investor Services, Inc.
Professional Designations
Company Name Location Dates Years
Firstpoint Financial Leawood, KS Apr 2015 - Current 3
Firstpoint Financial Leawood, KS Jan 2014 - Current 4
Montage Securities, LLC Omaha, NE Feb 2013 - Current 5
Mariner Wealth Advisors Of Omaha Omaha, NE Feb 2013 - Current 5
Unemployed Omaha, NE Jul 2012 - Feb 2013 < 1
Ameriprise Financial Services Inc. Omaha, NE May 2012 - Jul 2012 < 1
Massmutual Life Insurance Company Omaha, NE Jun 2011 - Apr 2012 < 1
Mml Investors Services LLC Omaha, NE Jun 2011 - Apr 2012 < 1
Not Employed Omaha, NE Sep 2000 - May 2011 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Kevin Thompson
Phone Number: 913-904-5700
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Kevin Thompson and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.