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Kalen Richey

Mariner Wealth
1 Year of Experience
Overland Park, KS
1 Disclosure
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Kalen Richey is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 1 years of industry experience. Kalen operates on a fee-only basis, meaning they do not earn commissions from product sales.

Mariner Wealth
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., Ste. 500, Overland Park, KS, 66211

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History

Regulatory History (1)
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Criminal
August 2005
Final Disposition
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Other Business Activities

Kalen is a Director at Richey May Wealth Advisors, LLC, providing business advisory services and tax architecture, dedicating full-time hours during securities trading hours. Kalen is also a Board Member of the Colorado Mortgage Lenders Association, a non-profit organization, spending minimal time on this activity.

Employment History
Current Registrations
Mariner Wealth
May 2024 - Present · 2 yrs
State Registrations2 states
COKS
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.
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