AU
Andrea F. Usry
MARINER WEALTH
Overland Park, KS 66211
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CRD#: 7250601
AU
Professional summary
Andrea Faye Usry is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.
Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Andrea has worked at 2 firms and has passed the Series 65 exam.
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 a Partner and Accountant with Serotta Maddocks Evans CPAs, a regional CPA firm. I am located at 2743 Perimeter Pkwy., Suite 100, Augusta, GA 30909. I have been with the CPA firm since 07/2000. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax return preparation, consulting, and bookkeeping to a variety of different clients and businesses. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. 2) Blissful Boutique of Wrens, LLC; Not investment-related; Augusta, GA; It is a single member LLC that is a clothing and gift boutique; Owner; Start Date: 11/26/2022; 30 hrs/month, 0 hours during securities trading. 3) I am the single owner of Red Bird Properties LLC. It is a single member LLC that owns a commercial property. It is not securities-related or investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Faye Usry'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
September 13, 2024 - Present
MARINER WEALTH
Office #1: 5700 W. 112th Street Suite 500, Overland Park, KS 66211RIA
CRD#: 289886
Overland Park, KS
Past
April 22, 2020 - August 23, 2024
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Augusta, 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(11/7/2024)
IAR
Kansas(9/13/2024)
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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Company Information
MARINER WEALTH
CRD#: 289886Overland Park, KS 66211TRUST BUT VERIFY
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