Bruce Kusmin

Bruce Kusmin

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Co-Founder
Leawood, Kansas, United States

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Résumé


Jobs verified_user 0% verified
  • Mariner Wealth Advisors LLC
    Co-Founder
    Mariner Wealth Advisors LLC
    May 2006 - Current (20 years 3 months)
    As one of the co-founders of Mariner Wealth Advisors, I specialize in strategic wealth planning and in creating innovative solutions for families and business owners. I work with closely held business owners in the areas of long-term and succession planning. I also have extensive experience in the field of charitable giving; I help families find the right solutions for their philanthropic objectives.
  • AG Edwards  Sons Inc
    Sr. VP Investments
    AG Edwards Sons Inc
    Sep 1990 - May 2006 (15 years 9 months)
    I specialized in advising corporate clients and high-net-worth individuals on investment strategies, asset allocations and wealth transfer.
  • S
    Senior Investment Advisor
    Smith Barney
    Jan 1985 - Sep 1990 (5 years 9 months)
Education verified_user 0% verified
  • Missouri State University
    Bachelor of Science (BS
    Missouri State University
    Jan 1977 - Dec 1981 (5 years)
  • University of MissouriKansas City
    University of Missouri-Kansas City
    University of MissouriKansas City
Projects (professional or personal) verified_user 0% verified
    Awards verified_user 0% verified
    • I
      Global Community Impact Finalist | Community Leadership Awards
      Invest In Others Charitable Foundation
      Sep 2011
      I was honored in New York City as one of three finalists in the Global Community Impact category of the Community Leadership Awards, sponsored by The Invest In Others Charitable Foundation. The recognition is a result of my contributions to The Global Orphan Project, an organization committed to orphan care in developing nations. I also participated in the NASDAQ Opening- Bell Ceremony on September 15, 2011.
    • K
      Five Star Wealth Manager
      KC Magazine
      Jan 2009
      Five Star Professional partnered with KC Magazine and KC Business to find wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
    This is a community-created genome.