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Jennifer Ann Potmesil

Jennifer A. Potmesil

Some features on this profile are disabled
CRD#: 6481640
Jennifer Ann Potmesil
Jennifer Ann Potmesil

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Ann Potmesil, CFP®, who also goes by Jennifer Ann Henke, Jennifer Ann Ottmann, Jennifer A Potmesil, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2015. Jennifer had worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Biography

Jennifer provides personalized wealth solutions to high-net-worth families. These solutions include portfolio management, retirement income planning, insurance planning, charitable and estate planning and tax planning. Prior to joining Mariner Wealth Advisors, she gained financial industry experience at Merrill in Omaha, where her experience included client service and wealth planning. Jennifer has a bachelor’s degree in psychology from the University of Oklahoma.

Aliases

Jennifer Ann Henke | Jennifer Ann Ottmann | Jennifer A Potmesil

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.
LAKE TOWNSHIP, IA; CLERK, INVESTMENT RELATED: N; COUNCIL BLUFFS, IA; START DATE 11/10/2020; 1 HRS/MONTH; 0 SEC HRS ELK RIDGE TIMBER CABIN, LLC; INVESTMENT RELATED; COUNCIL BLUFFS, IA; REAL ESTATE; MANAGER; START DATE: 1/21/25; 5 HRS/MONTH; 0 SEC HRS; MANAGER OF RENTAL PROPERTY BUSINESS MSEC, LLC, 5700 W. 112th St., Suite 500, Overland Park, KS 66211; Investment related; Registered Rep; Start date: 07/2026, 40 HRS/WK during securities trading hours. Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, Start date: 8/2021, 40 HRS/WK during securities trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2022

Experience

Past

July 6, 2026 - July 31, 2026

MSEC, LLC

BD
CRD#: 154327
Omaha, NE
Past

September 10, 2021 - July 31, 2026

MARINER WEALTH

RIA
CRD#: 140195
Omaha, NE
Past

November 3, 2015 - August 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
OMAHA, NE
Past

August 25, 2015 - August 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
OMAHA, NE

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/3/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/2/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/2015
General Securities Representative Examination

Current Firm

ML
MSEC, LLC
MARINER | MSEC, LLC | MONTAGE SECURITIES, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH

CRD#: 154327 / SEC#: , 8-68627

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
5700 W 112th Street Suite 500, Overland Park, KS 66211
Mailing Address
5700 W 112th Street Suite 500, Overland Park, KS 66211
Phone number
(913) 904-5700
Established
Delaware since 05/13/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MARINER WEALTH ADVISORS, LLCMEMBER
DORIAN, ANNE JENELLEPRESIDENT5736231
ERSKINE, ANN TERESACHIEF COMPLIANCE OFFICER5071135
STEIGHNER, KAREN ANNPFO/POO/FINOP1100675

Disclosures

Regulatory Event1

Red Flags

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Company Information

MSEC, LLC

Wealth AdvisorCRD#: 154327

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