Investment adviser representative · Mariner Institutional, LLC
Robert L. Woodard
CRD 1194456 · Overland Park, KS
At a glance
Robert L. Woodard is an investment adviser representative with Mariner Institutional, LLC in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst.
Current advisory firms
- Mariner Institutional, LLCSince November 2024Overland Park, KS · $2.8B in regulatory assets
- MarinerSince June 2018Overland Park, KS · $125B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.