Patricia  Kummer,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia Kummer, CFP®

Managing Director

Mariner Wealth Advisors LLC Highlands Ranch CO

8871 Ridgeline Blvd, Ste 100
Highlands Ranch, CO 80129
FINANCIAL ADVISOR'S WEBSITE
(877) 767-0763
(303) 470-1209

General

Patricia Kummer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mariner Wealth Advisors LLC Highlands Ranch CO in Highlands Ranch, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CO, WA
  • Health/disability insurance: CO, WA
  • Fixed annuities: CO, WA
  • Variable annuities: CO

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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