Preston Smith is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 12 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5700 W 112th Street, Suite 500, Overland Park, KS, 66211
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Preston is involved in several outside business activities, including serving as treasurer for two non-profit organizations, managing member of a CPA firm (taking nearly full-time), trustee for two trusts, managing member of a real estate investment LLC, and board member of a charitable foundation. None of these activities appear to be insurance-related.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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.