Stacie Neussendorfer
Geen lopende functies
Profiel
Ms. Stacie Neussendorfer is Senior Wealth Advisor at Mariner Wealth Advisors LLC.
She develops financial plans, creates asset allocations and performs portfolio reviews.
She maintains a particular focus on insurance, taxes and estate planning as she develops holistic wealth solutions to meet clients’ needs.
Prior to joining the firm, Ms. Neussendorfer served as vice president and trust officer for an Omaha-based bank, where she specialized in wealth and estate planning.
She also has five years of experience as a practicing attorney.
Ms. Neussendorfer has a bachelor’s degree in political science and a juris doctor from the University of Nebraska Lincoln.
She is registered with the Securities and Exchange Commission, has passed the Series 7, 63 and 65 exams, and holds the Life, Health and Annuities insurance licenses.
She is also a Certified Financial Planner professional and a member of the Nebraska State Bar Association.
Eerdere bekende functies van Stacie Neussendorfer
| Bedrijven | Functie | Einde |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Portefeuillebeheerder-Aandelen | 01-01-2013 |
| Great Western Bank, FSB | Corporate Officer/Principal | 30-03-2008 |
Opleiding van Stacie Neussendorfer
| University of Nebraska | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
| Great Western Bank, FSB | Finance |
