Jacob W. Lecluyse
MARINER INSTITUTIONAL | Associate Retirement Plan Consultant
Overland Park, KS 66211
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CRD#: 7051062
Professional summary
Jacob William Lecluyse, who also goes by Jake Lecluyse, is a registered financial advisor currently at MARINER INSTITUTIONAL, LLC located in Overland Park, Kansas.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jacob has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6TO exams.
Biography
Jake provides client service to retirement plan sponsors and their participants. He also assists team members with employee education and retirement plan inquiries.
Prior to joining Mariner Wealth Advisors, Jake was a business retirement specialist for American Century Investments. He served participants and plan sponsors in employer-sponsored retirement plans.
Jake has a bachelor’s degree in marketing from Kansas State University.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake Lecluyse
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob William Lecluyse'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
July 17, 2025 - Present
MARINER INSTITUTIONAL, LLC
Office #1: 5700 W 112th Street Suite 500, Overland Park, KS 66211RIA
CRD#: 111964
Overland Park, KS
Past
June 15, 2020 - June 16, 2022
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
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".
MI
MARINER INSTITUTIONAL, LLC
ANDCO CONSULTING | THE BOGDAHN GROUP | MARINER INSTITUTIONAL, LLC | MARINER | BOGDAHN CONSULTING,LLC. | BOGDAHN CONSULTING, LLC. | ANDCO CONSULTING, LLC
CRD#: 111964 / SEC#: 801-58253
RIA
Registered Investment Advisory firm - (1/10/2001 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(7/17/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/25/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
MI
MARINER INSTITUTIONAL, LLC
ANDCO CONSULTING | THE BOGDAHN GROUP | MARINER INSTITUTIONAL, LLC | MARINER | BOGDAHN CONSULTING,LLC. | BOGDAHN CONSULTING, LLC. | ANDCO CONSULTING, LLC
CRD#: 111964 / SEC#: 801-58253
RIA
Registered Investment Advisory firm - (1/10/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
531 W Morse Blvd Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(844) 442-6326
Established
Firm type
Fiscal year end
# of Employees
113
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 2,543,100,000 |
Red Flags
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Company Information
MARINER INSTITUTIONAL, LLC
Associate Retirement Plan ConsultantCRD#: 111964Overland Park, KS 66211TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
