Joseph Reynoldson, financial advisor Overland Park KS

Joseph Reynoldson

CRD Number: 7129817
Current Firm: Mariner Wealth Advisors

Joseph Reynoldson (CRD# 7129817) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mariner Wealth Advisors Overland Park, KS May 2019 - Current 3
Mariner Wealth Advisors Overland Park, KS Feb 2019 - May 2019 < 1
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Dst Systems Lawrence, KS Sep 2016 - Feb 2019 2
Masters Contracting Lenexa, KS May 2016 - Aug 2017 1
Finishline Overland Park, KS Mar 2015 - Sep 2016 1
Jimmy Johns Lenexa, KS Jan 2014 - Dec 2015 1
3 And 2 Baseball Complex Lenexa, KS Jan 2011 - Dec 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Joseph Reynoldson
Phone Number: 913-904-5700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    55,433
    MILLIONS
  • Total Number of Accounts
    90,027
    ACCOUNTS
  • Average Account Value
    $615,734
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

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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