Nella A. Webster

MARINER WEALTH

Overland Park, KS 66211

Some features on this profile are disabled

CRD#: 1894552

Professional summary

Nella Allen Webster, CFP®, who also goes by Nella Nan Allen, Nella Webster O'grady, is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.

Nella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Nella has worked at 7 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nella Nan Allen | Nella Webster O'grady

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Chapman University; not investment-related; member of the board of trustees; start date: 11/2020; 4 hours/month during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nella Allen Webster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

January 21, 2025 - Present

MARINER WEALTH

Office #1: 5700 W. 112th Street Suite 500, Overland Park, KS 66211

RIA

CRD#: 289886

Overland Park, KS

Past

March 1, 2022 - January 22, 2025

MARINER INDEPENDENT

RIA

CRD#: 305418

Newport Beach, CA

Past

December 27, 2018 - February 28, 2022

COMPOSITION WEALTH, LLC

RIA

CRD#: 143483

NEWPORT BEACH, CA

Past

April 3, 2012 - June 3, 2019

PALO CAPITAL, INC.

RIA

CRD#: 136478

NEWPORT BEACH, CA

Past

January 31, 2011 - December 31, 2011

PALO CAPITAL, INC.

RIA

CRD#: 136478

NEWPORT BEACH, CA

Past

January 22, 2004 - June 30, 2008

FIRST AMERICAN TRUST

RIA

CRD#: 108923

NEWPORT BEACH, CA

Past

June 29, 1995 - May 9, 2001

UST FINANCIAL SERVICES CORP.

CRD#: 36881

NEW YORK, NY

Past

November 16, 1988 - August 24, 1989

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARINER WEALTH

MARINER | MARINER WEALTH ADVISORS-IC, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER INSTITUTIONAL

CRD#: 289886 / SEC#: 801-111823

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/22/2025)

IAR

Kansas
(1/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/28/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARINER WEALTH

MARINER | MARINER WEALTH ADVISORS-IC, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER INSTITUTIONAL

CRD#: 289886 / SEC#: 801-111823

RIA

Registered Investment Advisory firm - (10/6/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(913) 904-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MWA-IC FORM ADV PART 2A (3/28/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Rebecca Schneeberger

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Ridgeland, MS

Kenneth Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

IAR

Granite Bay, CA

Damon George

RETIREMENT STRATEGIES

IAR

Longview, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nella A. Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nella Allen Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER INDEPENDENT

COMPOSITION WEALTH, LLC

PALO CAPITAL, INC.

PALO CAPITAL, INC.

FIRST AMERICAN TRUST

UST FINANCIAL SERVICES CORP.

FUNDS DISTRIBUTOR, LLC

Primary Firm SEC Registration

MARINER WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/1995

Series 6

Date: 6/28/1995

Current Firm

MARINER WEALTH

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

MARINER WEALTH

TRUST BUT VERIFY

Similar Advisors