DB
DB

Donna Briggs

11 Years of Experience
Overland Park, KS

Donna Briggs is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 11 years of industry experience. Donna 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

Donna is an accountant and shareholder at Coker James & Company, P.C., dedicating nearly full-time hours to this role. She is also an advisor and co-owner of BluNvest LLC, an investment-related activity since 2002, but devotes no time to it.

Employment History
Current Registrations
Mariner Wealth
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Planning Partners, INC.
July 2014 - August 2024 · 10 yrs 1 mo
State Registrations2 states
GAKS
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.
Donna Briggs - Financial Advisor | TrueAdvisor