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Robert Lee Woodard

Investment Adviser Representative at MARINER INSTITUTIONAL, LLC

Overland Park, KSCRD #1194456Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

Robert Lee Woodard has worked in the securities industry since 2015. They have passed the Series 63, 24, 22, 7, and 6 examinations. They are registered to provide investment advisory services in Kansas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Kansas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/12/2005
Series 7
General Securities Representative Examination
Passed 12/29/2005
Series 22
Direct Participation Programs Representative Examination
Passed 4/24/1984
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/28/1983
Series 24
General Securities Principal Examination
Passed 6/22/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Mariner Institutional, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MARINER INSTITUTIONAL, LLCCurrent
11/7/2024Overland Park, KS
MARINERCurrent
6/28/2018Overland Park, KS
MARINER INSTITUTIONAL CONSULTING, LLC
10/22/20157/3/2018Overland Park, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Robert Lee Woodard 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.

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Robert Lee Woodard - Financial Advisor in Overland Park, KS | AdvisorFinder