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Karen Leigh Sandnes

MARINER WEALTH ADVISORS-MADISON, LLC·OVERLAND PARK, Kansas
SIE, Series 7, Series 24, Series 66Clean record18 years registeredMARINER WEALTH ADVISORS-MADISON, LLC
5700 W. 112TH STREET, OVERLAND PARK, KS 66211CRD# 4883814Firm CRD# 165972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Leigh Sandnes · OVERLAND PARK, KS
Registration
CRD #4883814 · MARINER WEALTH ADVISORS-MADISON, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MARINER WEALTH ADVISORS-MADISON, LLC
Jan 2008May 2009
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 4, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARINER WEALTH ADVISORS-MADISON, LLC
CRD 165972 · SEC 801-77358
AUM
$1.1B
Regulatory assets under management
Employees
22
1,308 client accounts
Services offered by MARINER WEALTH ADVISORS-MADISON, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Karen Leigh Sandnes offer?
Karen Leigh Sandnes specializes in Financial Planning, Investment Management, Wealth Management.
What are Karen Leigh Sandnes's credentials?
Karen Leigh Sandnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Leigh Sandnes located?
Karen Leigh Sandnes is based in OVERLAND PARK, Kansas, last registered with MARINER WEALTH ADVISORS-MADISON, LLC.
How does Karen Leigh Sandnes charge for services?
Karen Leigh Sandnes's firm is compensated through percentage of aum, hourly charges, 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-MADISON, LLC?
MARINER WEALTH ADVISORS-MADISON, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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