Kevin Thompson, financial advisor Omaha NE
93 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 5 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.

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Professional Designations
Company Name Location Dates Years
Firstpoint Financial Leawood, KS Apr 2015 - Current 1
Firstpoint Financial Leawood, KS Jan 2014 - Current 2
Montage Securities, LLC Omaha, NE Feb 2013 - Current 3
Mariner Wealth Advisors Of Omaha Omaha, NE Feb 2013 - Current 3
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: 913-647-9700
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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