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Paul Cohen

14 Years of Experience
Overland Park, KS
Sells Insurance

Paul Cohen is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 14 years of industry experience. Paul 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 ActivitiesSells Insurance

Paul is involved in non-investment related sales of property/casualty, benefits, and life insurance to commercial and public entities through Hub International since 2019. This activity takes nearly full-time hours.

Employment History
Current Registrations
Mariner Wealth
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
Two West Capital Advisors LLC
August 2014 - September 2019 · 5 yrs 1 mo
Lawing Financial Associates, INC.
March 2006 - March 2008 · 2 yrs
American Express Financial Advisors, INC.
August 2004 - February 2005 · 6 mos
State Registrations1 state
KS
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.
Paul Cohen - Financial Advisor | TrueAdvisor