EA
EA

Edward Agostinelli

1 Year of Experience
Overland Park, KS

Edward Agostinelli is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 1 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5700 W. 112th St., Suite 500, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward is a self-employed CPA providing public accounting services such as tax preparation, consulting, and bookkeeping since 2001. This activity is not investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Mariner Wealth
November 2024 - Present · 1 yr 6 mos
State Registrations1 state
PA
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.