Unclaimed Profile

Daniel Allen Tucker

MARINER WEALTH ADVISORS-OMAHA, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 24, Series 63CFPClean record25 years registeredMARINER WEALTH ADVISORS-OMAHA, LLC

5700 W. 112TH STREET, OVERLAND PARK, KS 66211CRD# 2067027Firm CRD# 109904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Allen Tucker · OVERLAND PARK, KS

Registration

CRD #2067027 · MARINER WEALTH ADVISORS-OMAHA, LLC · 25 years registered

Brand Profile

Not yet started

Career History

MARINER

Sep 2016 – present

MARINER WEALTH ADVISORS

Aug 2000 – Mar 2018

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 24, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER WEALTH ADVISORS-OMAHA, LLC

CRD 109904 · SEC 801-60238

AUM

$416M

Regulatory assets under management

Employees

993 client accounts

Services offered by MARINER WEALTH ADVISORS-OMAHA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARINER WEALTH ADVISORS-OMAHA, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Allen Tucker offer?

Daniel Allen Tucker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Daniel Allen Tucker's credentials?

Daniel Allen Tucker holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Allen Tucker located?

Daniel Allen Tucker is based in OVERLAND PARK, Kansas, working with MARINER WEALTH ADVISORS-OMAHA, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Daniel Allen Tucker charge for services?

Daniel Allen Tucker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER WEALTH ADVISORS-OMAHA, LLC?

MARINER WEALTH ADVISORS-OMAHA, LLC has approximately 13 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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