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Daniel Jon Davis

Investment Adviser Representative at Mariner Wealth

Overland Park, KSCRD #6055404Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Jon Davis is an investment adviser representative with Mariner Wealth in Overland Park, KS, where they have been registered since 2018. They have worked in the securities industry since 2012 and were previously registered with Honkamp Krueger Financial Services Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Kansas and Nebraska.

Office

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

Advisors at this office: 48

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas, Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/17/2018
Series 66
Uniform Combined State Law Examination
Passed 9/10/2012
SIE
Securities Industry Essentials Examination
Passed 10/23/2017
Series 7
General Securities Representative Examination
Passed 5/22/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mariner WealthCurrent
1/3/2018 – Overland Park, KS
Honkamp Krueger Financial Services Inc
10/11/2012 – 10/24/2017Omaha, NE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Frankel Zacharia LLC
    Sep 2009 – no end date reportedOmaha, NE
  2. Proequities, Inc
    Apr 2012 – Oct 2017Omaha, NE
  3. Honkamp Krueger Financial Services
    Oct 2012 – Oct 2017Dubuque, IA
  4. Mariner Wealth Advisors-ic, LLC
    Dec 2017 – no end date reportedOverland Park, KS

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mariner Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Overland Park, KS

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Jon Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniel Jon Davis (Mariner Wealth) - Fees & Credentials