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Adam R. Decker
MARINER WEALTH
Overland Park, KS 66211
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CRD#: 4581403
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Professional summary
Adam Robert Decker is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Adam has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I am a sole member/ owner of Trueblaze LLC a business not investment related. The address is 8360 South Emerson Avenue Suite 500, Indianapolis, IN 46237. Start date of business was July 1, 2015. Trueblaze is an accounting firm that provides accounting, bookkeeping, and tax planning and preparation services. I am a CPA and sole owner. Hours worked are 50-60 hours per week with most all during security hours. He does client tax returns and all compliance for his business. I am the sole owner and a CPA. I became the owner upon formation of the entity which began conducting business on 7/1/2015. I am responsible for management of the entire business, client relationships, signing tax returns, and all compliance related matters.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Robert Decker'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®
NoneExperience
Current
August 1, 2024 - Present
MARINER WEALTH
Office #1: 5700 W. 112th St. Suite 500, Overland Park, KS 66211RIA
CRD#: 289886
Overland Park, KS
Past
November 14, 2016 - August 20, 2024
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Indianapolis, IN
Past
January 1, 2002 - December 31, 2015
VEROS PARTNERS, INC.
RIA
CRD#: 122299
INDIANAPOLIS, IN
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".
MW
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
Indiana(8/1/2024)
IAR
Kansas(8/1/2024)
Current Firm
MW
MARINER WEALTH
MARINER | MARINER WEALTH ADVISORS-IC, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER INSTITUTIONAL
CRD#: 289886 / SEC#: 801-111823
RIA
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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
50
SEC notice filing (21 States and Territories)
Red Flags
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Company Information
MARINER WEALTH
CRD#: 289886Overland Park, KS 66211TRUST BUT VERIFY
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