KH
KH

Karla Haston

24 Years of Experience
Overland Park, KS
Broker

Karla Haston is a registered investment advisor, based in Overland Park, KS, with 24 years of industry experience.

Location

5700 W. 112th Street, 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

Karla owns a sales/baby gift business, dedicating minimal time to it. She is also a registered representative and investment advisor representative at Mariner Wealth Advisors, spending full-time hours during securities trading.

Employment History
Current Registrations
Msec, LLCBroker
June 2022 - Present · 4 yrs 3 mos
Msec, LLC
June 2022 - Present · 4 yrs 3 mos
Mariner Wealth
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Ivy Distributors, INC.Broker
April 2010 - October 2019 · 9 yrs 6 mos
Waddell & ReedBroker
October 2009 - September 2021 · 11 yrs 11 mos
Waddell & Reed
October 2009 - September 2021 · 11 yrs 11 mos
UBS Financial Services INC.
April 2005 - October 2009 · 4 yrs 6 mos
UBS Financial Services INC.Broker
April 2005 - October 2009 · 4 yrs 6 mos
Piper Jaffray & CO.
May 2001 - April 2005 · 3 yrs 11 mos
Piper Jaffray & CO.Broker
March 2001 - April 2005 · 4 yrs 1 mo
Birchtree Financial Services, INC.Broker
July 2000 - January 2001 · 6 mos
State Registrations2 states
KSMO
AdvisorBrokerBoth

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.
Karla Haston - Financial Advisor | TrueAdvisor