Unclaimed Profile

Patrick Joseph Howley

MARINER WEALTH ADVISORS-ST. LOUIS, LLC·OVERLAND PARK, Kansas

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63CFPClean record15 years registeredMARINER WEALTH ADVISORS-ST. LOUIS, LLC

5700 W. 112 STREET, OVERLAND PARK, KS 66211CRD# 1087721Firm CRD# 207512

Profile Verification

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

Identity

Patrick Joseph Howley · OVERLAND PARK, KS

Registration

CRD #1087721 · MARINER WEALTH ADVISORS-ST. LOUIS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

MARINER

Jun 2015 – present

MSEC, LLC

Jun 2015 – present

MARINER WEALTH ADVISORS

Jun 2015 – Jul 2018

ST. LOUIS, MO

MONETA GROUP INVESTMENT ADVISORS, LLC

Nov 2010 – Jun 2015

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Registration record

First registered · November 30, 2010

Years registered · 15

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-ST. LOUIS, LLC

CRD 207512 · SEC 801-94169

AUM

$615M

Regulatory assets under management

Employees

1,694 client accounts

Services offered by MARINER WEALTH ADVISORS-ST. LOUIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARINER WEALTH ADVISORS-ST. LOUIS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Joseph Howley offer?

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

What are Patrick Joseph Howley's credentials?

Patrick Joseph Howley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Joseph Howley located?

Patrick Joseph Howley is based in OVERLAND PARK, Kansas, working with MARINER WEALTH ADVISORS-ST. LOUIS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Patrick Joseph Howley charge for services?

Patrick Joseph Howley'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-ST. LOUIS, LLC?

MARINER WEALTH ADVISORS-ST. LOUIS, LLC has approximately 14 employees and manages $615M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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