PS
PS

Patrick Sullivan

6 Years of Experience

Patrick Sullivan is a registered investment advisor at Mariner Institutional, LLC, based in Overland Park, KS, with 6 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 64 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$2.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

5700 W. 112th St., Suite 500, Overland Park, KS, 66211

Get directions

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.

Learn about disclosures →
Other Business Activities

Patrick is a co-founder of Keesh Goggles, LLC, an e-commerce sunglass and apparel store, dedicating a few hours per week to this activity. He also works full-time as an Investment Advisor Representative for both Mariner Wealth Advisors and Mariner Institutional.

Employment History
Current Registrations
Mariner Institutional, LLC
October 2024 - Present · 1 yr 6 mos
Mariner Wealth
August 2019 - Present · 6 yrs 8 mos
State Registrations2 states
KSMO
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.