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CFP
KS
CFP

Kevne Sharpe

Mariner
37 Years of Experience
Highlands Ranch, CO
1 Disclosure
View SEC Summary
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Kevne Sharpe is a CFP-designated registered investment advisor at Mariner, based in Highlands Ranch, CO, with 37 years of industry experience. Kevne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8871 Ridgeline Blvd., Ste. 100, Highlands Ranch, CO, 80129

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevne is the Membership Committee Chair for the Women's Estate Planning Council since April 2021. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Mariner
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Prudential Financial Planning Services
May 2020 - August 2022 · 2 yrs 3 mos
Pruco Securities, LLC.Broker
May 2020 - August 2022 · 2 yrs 3 mos
Forta Financial Group, INC.
September 2017 - July 2020 · 2 yrs 10 mos
Forta Financial Group, INC.Broker
September 2017 - July 2020 · 2 yrs 10 mos
Toews Corporation
April 2014 - September 2017 · 3 yrs 5 mos
Northern Lights Distributors, LLCBroker
October 2013 - July 2017 · 3 yrs 9 mos
A & I Financial Services, LLC
November 2012 - May 2013 · 6 mos
Geneos Wealth Management, INC.Broker
November 2012 - May 2013 · 6 mos
Griffin Capital Securities, INC.Broker
June 2011 - August 2012 · 1 yr 2 mos
Priority Capital Investments, LLCBroker
January 2010 - February 2011 · 1 yr 1 mo
Ims Securities, INC.Broker
September 2008 - November 2009 · 1 yr 2 mos
Cnl Securities CORP.Broker
June 2003 - September 2008 · 5 yrs 3 mos
American Express Financial Advisors INC.Broker
February 1994 - June 2003 · 9 yrs 4 mos
Ids Life Insurance CompanyBroker
February 1994 - June 2003 · 9 yrs 4 mos
Key Brokerage Company, INC.Broker
August 1993 - February 1994 · 6 mos
Key Brokerage Company, INC.Broker
January 1991 - November 1992 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
December 1986 - June 1990 · 3 yrs 6 mos
Southmark Financial Services, INC.Broker
August 1986 - November 1986 · 3 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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