Patrick J. Calvert

MARINER WEALTH

Overland Park, KS 66211

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CRD#: 6881167

Professional summary

Patrick John Calvert, who also goes by Patrick Calvert, is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Patrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Calvert

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 FULL TIME WITH FRANKEL ZACHARIA, LLC AS CPA AND PARTNER; 14404 WEST DODGE ROAD, SUITE 700, OMAHA, NE 68154-2576. BUSINESS IS NOT INVESTMENT RELATED. HE IS A TAX PARTNER AND CPA, STARTED 9/2013; WORK 200 HOURS A MONTH, ALL DURING SECURITIES TRADING HOURS. DUTIES ARE CPA SERVICES INCLUDING TAX PLANNING AND FILING. SIOMAR INVESTMENTS, LLC; 50% OWNER SINCE 4/2004; NON-INVESTMENT RELATED; 22891 CENTENNIAL RD GRETNA, NE 68028. 15-20 HOURS/YEAR, LESS THAN 1 HR/MONTH DURING SECURITIES TRADING HOURS. THE LLC IS A MINORITY OWNER OF RENTAL PROPERTY. DUTIES ARE BOOKKEEPING AND TAX PREPARATION FOR BOTH THE LLC AND RENTAL PROPERTY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Calvert'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®

None

Experience

Current

January 22, 2018 - Present

MARINER WEALTH

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

RIA

CRD#: 289886

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".

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
(3/10/2021)

IAR

Nebraska
(1/22/2018)

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

IAR

Series 65

Date: 8/31/2017

Uniform Investment Adviser Law 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)

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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

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.

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Patrick J. Calvert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Calvert's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARINER WEALTH

Primary Firm SEC Registration

MARINER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

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

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