Patrick Calvert is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 8 years of industry experience. Patrick 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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Patrick is employed full-time as a CPA and partner at Frankel Zacharia, LLC, providing CPA services including tax planning and filing. He also owns 50% of Siomar Investments, LLC, which is a minority owner of rental property, dedicating minimal time to bookkeeping and tax preparation for the LLC and rental property.
Employment History
Current Registrations
Mariner Wealth
State Registrations2 states
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