DH
Daniel F. Hutchins
MARINER WEALTH
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 4720118
DH
Professional summary
Daniel Frank Hutchins is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 2 firms .
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.
(1) I am the Shareholder CFO Services, Inc. I am located at 11900 College Boulevard, Suite 310, Overland Park, KS 66210. The entity was established in 10/1995. I work approximately 0 hours a month. I provide firms with CFO services as an independent contractor; the entity is currently inactive. Most of my work is during securities trading hours. My employment is investment-related. (2) I am the Audit Committee Chair and a shareholder with Argentine Federal Savings, a local savings and loan institution. It is located at 12501 Antioch Road, Overland Park, KS 66213. I have participated in this activity since 06/2010. I devote approximately 6-10 hours a month to this activity, primarily during securities trading hours. I attend quarterly board meetings and provide input to management. My participation is not securities-related or investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Frank Hutchins'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
February 11, 2022 - Present
MARINER WEALTH
Office #1: 5700 W. 112th St. Ste. 500, Overland Park, KS 66211RIA
CRD#: 289886
Overland Park, KS
Past
October 24, 2003 - December 22, 2021
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
OVERLAND PARK, KS
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
Kansas(2/11/2022)
Exams
Current Firm
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)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
50
SEC notice filing (21 States and Territories)
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.
