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Angelyn Rosson

17 Years of Experience

Angelyn Rosson is a registered investment advisor at Mariner Institutional, LLC, based in Overland Park, KS, with 17 years of industry experience. Angelyn 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$2.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5700 W. 112th St, Suite 500, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Angelyn works as an Investment Advisor Representative for Mariner Wealth Advisors and Mariner Institutional. Both roles are investment-related and take up nearly full-time hours during securities hours.

Employment History
Current Registrations
Mariner Institutional, LLC
December 2024 - Present · 1 yr 4 mos
Mariner Wealth
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
Mariner Retirement Advisors, LLC
December 2015 - July 2018 · 2 yrs 7 mos
Msec, LLCBroker
October 2014 - June 2024 · 9 yrs 8 mos
Cetera Advisor Networks LLCBroker
July 2013 - October 2014 · 1 yr 3 mos
Commonwealth Financial NetworkBroker
May 2012 - March 2013 · 10 mos
Lincoln Financial Advisors CorporationBroker
December 2010 - May 2012 · 1 yr 5 mos
American Century Investment Services INC.Broker
May 2007 - March 2010 · 2 yrs 10 mos
State Registrations2 states
KSMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.