Kelly Thomas Correll
Investment adviser representative at Mariner
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.4BFirm assets
Are you Kelly Thomas Correll? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- MarinerMar 2019 to now
- Mariner Wealth AdvisorsJan 2019 to now
- UnemployedMay 2018 to Jan 2019
- Fs2 Capital Partners, LLCSep 2011 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5559862
- Firm CRD
- 140195