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Suzanne Christine Wheeler

MARINER WEALTH ADVISORS-OKLAHOMA, LLC·OVERLAND PARK, Kansas
Series 6, Series 63, Series 65Clean record26 years registeredMARINER WEALTH ADVISORS-OKLAHOMA, LLC
5700 W. 112TH STREET, OVERLAND PARK, KS 66211CRD# 2978734Firm CRD# 107355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Suzanne Christine Wheeler · OVERLAND PARK, KS
Registration
CRD #2978734 · MARINER WEALTH ADVISORS-OKLAHOMA, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Sep 2016 – present
MARINER WEALTH ADVISORS
Jan 2000 – Jul 2018
TULSA, OK
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARINER WEALTH ADVISORS-OKLAHOMA, LLC
CRD 107355 · SEC 801-51988
AUM
$2.4B
Regulatory assets under management
Employees
28
2,072 client accounts
Services offered by MARINER WEALTH ADVISORS-OKLAHOMA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARINER WEALTH ADVISORS-OKLAHOMA, LLC →
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05

Frequently Asked Questions

What services does Suzanne Christine Wheeler offer?
Suzanne Christine Wheeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Suzanne Christine Wheeler's credentials?
Suzanne Christine Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanne Christine Wheeler located?
Suzanne Christine Wheeler is based in OVERLAND PARK, Kansas, working with MARINER WEALTH ADVISORS-OKLAHOMA, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Suzanne Christine Wheeler charge for services?
Suzanne Christine Wheeler'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-OKLAHOMA, LLC?
MARINER WEALTH ADVISORS-OKLAHOMA, LLC has approximately 28 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARINER WEALTH ADVISORS-OKLAHOMA, LLC

Jana Lee Shoulders
OVERLAND PARK, KS
Jeffrey Alan Couch
OVERLAND PARK, KS
James Knight Cooper Iii
OVERLAND PARK, KS

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