Thomas Kozney (CRD# 5427202) is an Investment Advisor Representative working at Mariner Wealth in Omaha, NE and has over 15 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Overland Park, KS | Feb 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Omaha, NE | Jun 2018 - Jan 2019 | < 1 |
| Raymond James Financial Services Advisors, Inc. | Omaha, NE | Jun 2018 - Jan 2019 | < 1 |
| First National Bank | Omaha, NE | May 2018 - Jan 2019 | < 1 |
| Securian Financial Services, Inc. | Omaha, NE | Aug 2017 - Apr 2018 | < 1 |
| Renaissance Financial Corp. | Omaha, NE | Aug 2017 - Apr 2018 | < 1 |
| Td Ameritrade | Omaha, NE | Sep 2007 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- NE
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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