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Andrea Usry

5 Years of Experience
Overland Park, KS

Andrea Usry is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 5 years of industry experience. Andrea 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 Street, 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

Andrea is a Partner and Accountant with Serotta Maddocks Evans CPAs, working full-time providing typical public accounting services. Andrea also owns Blissful Boutique of Wrens, LLC, a clothing and gift boutique, and Red Bird Properties LLC, which owns a commercial property.

Employment History
Current Registrations
Mariner Wealth
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Avantax Planning Partners, INC.
April 2020 - August 2024 · 4 yrs 4 mos
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.