Robert Woodard is a CFA, CFP, ChFC-designated registered investment advisor at Mariner Institutional, LLC, based in Overland Park, KS, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 64 clients with $2.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5700 112th St., Suite 500, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as an Investment Advisor Representative for Mariner Wealth Advisors and Mariner Institutional. Both roles are investment-related and take up full-time hours during securities hours.
Employment History
Current Registrations
Mariner Institutional, LLC
Mariner Wealth
Previous Registrations
Mariner Institutional Consulting, LLC
State Registrations1 state
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