Unclaimed Profile

Patrick Robert Housen

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

Series 65Clean record14 years registeredMARINER WEALTH ADVISORS-MANASQUAN, LLC

5700 W. 112 STREET, OVERLAND PARK, KS 66211CRD# 6043247Firm CRD# 171018

Profile Verification

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

Identity

Patrick Robert Housen · OVERLAND PARK, KS

Registration

CRD #6043247 · MARINER WEALTH ADVISORS-MANASQUAN, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MARINER

Feb 2025 – present

MARINER WEALTH

Nov 2016 – Feb 2025

MANASQUAN, NJ

MARINER WEALTH ADVISORS

Jul 2014 – Dec 2018

OVERLAND PARK, KS

HOUSEN FINANCIAL GROUP, INC.

Jul 2012 – Jul 2014

MANASQUAN, NJ

CAPITAL ANALYSTS

Jun 2012 – May 2018

MANASQUAN, NJ

LINCOLN INVESTMENT

Jun 2012 – May 2018

MANASQUAN, NJ

CAPITAL ANALYSTS INCORPORATED

May 2012 – Jun 2012

MANASQUAN, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 2, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER WEALTH ADVISORS-MANASQUAN, LLC

CRD 171018 · SEC 801-79628

AUM

$1.1B

Regulatory assets under management

Employees

3,493 client accounts

Services offered by MARINER WEALTH ADVISORS-MANASQUAN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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-MANASQUAN, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Robert Housen offer?

Patrick Robert Housen specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Patrick Robert Housen's credentials?

Patrick Robert Housen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Robert Housen located?

Patrick Robert Housen is based in OVERLAND PARK, Kansas, working with MARINER WEALTH ADVISORS-MANASQUAN, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Patrick Robert Housen charge for services?

Patrick Robert Housen'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-MANASQUAN, LLC?

MARINER WEALTH ADVISORS-MANASQUAN, LLC has approximately 19 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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