Toni Schwahn is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 8 years of industry experience. Toni 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 St., Suite 500, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Toni is employed as a CPA and CFE with Whaley Hammonds, PC, a traditional accounting and consulting firm, working nearly full-time. Toni also works a few hours per week as a partner in WHT Advisory Services, a separate tax entity for special projects.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Avantax Planning Partners, INC.
State Registrations2 states
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