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Jeff Joseph Burds

Investment adviser representative at Mariner Wealth
21 yearsExperience
2 statesRegistered in
$0Firm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

21 years in the industry.

  1. Mariner WealthAug 2024 to now
  2. Burds & Kuntz, PcJul 2005 to now
  3. Avantax Planning Partners, IncNov 2009 to Aug 2024
  4. Honkamp Krueger Financial ServicesNov 2009 to Aug 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (IA, KS).

Mariner Wealth

Legal name: Mariner Wealth Advisors-ic, LLC

$0Assets managed
0Clients
66Advisers
9 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
5737280
Firm CRD
289886
Advisor's SEC record (opens in a new tab)
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