TS
Toni M. Schwahn
MARINER WEALTH
Overland Park, KS 66211
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CRD#: 6710401
TS
Professional summary
Toni Marie Schwahn, who also goes by Toni Marie Wyngaard, is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.
Toni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Toni has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Toni Marie Wyngaard
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.
Employed with Whaley Hammonds, PC as CPA and CFE. This is a traditional accounting services firm as well as consulting services. It is not investment related. Started work with the firm in October 1996 and work approximately 45 hours a week. Most of the work is completed during trading hours. Duties include tax work as planning, preparing and reviewing tax filings. Consulting engagements involve everyday business issues including succession planning, estate planning, mergers and acquisitions. The CPA firm uses WHT Advisory Services as a separate tax entity for special projects that do not include traditional accounting services. As a partner in this entity I work approximately 2-3 hours a week. This work is also completed during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Toni Marie Schwahn'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
April 16, 2025 - Present
MARINER WEALTH
Office #1: 5700 W. 112th St. Ste. 500, Overland Park, KS 66211RIA
CRD#: 289886
Overland Park, KS
Past
October 31, 2016 - September 5, 2024
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
McDonough, GA
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
Georgia(4/16/2025)
IAR
Kansas(4/16/2025)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MARINER WEALTH
CRD#: 289886Overland Park, KS 66211TRUST BUT VERIFY
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