Gaylyn Kae Mc Gregor
Advisor at Mariner — Wichita, KS N Webb Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Wichita, KS 67206
Mariner
Enterprise
Clients per advisor
55 TypicalAvg AUM per client
$2,116,909 Very HighHNW client ratio
41% Very HighGaylyn Mc Gregor is a financial advisor at Mariner with four years of industry experience and holds a Series 65 credential. Prior to joining Mariner Wealth Advisors in 2022, Gaylyn worked at Talbots and Equity Bank, and spent 17 years at Commerce Trust Company. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.
Based on Mariner
Based on Mariner
Fixed fees for financial planning and consulting services, fixed fees for tax services, minimum quarterly fee $1,875
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%
Commission-based compensation for insurance products and brokerage through affiliated broker-dealer MSEC LLC
Hourly rates for consulting and tax preparation services, specific rates negotiable/not specified
Account minimum: $100,000 Minimum fee: Quarterly minimum fee of $1,875
Wichita, KS N Webb Rd
1313 N Webb Rd, Suite 230
Wichita KS 67206
Advisors at this office
3
Kansas
4 years of industry experience
Mariner Wealth Advisors
2022 - Present • 4 years
Wichita, KS
Talbots
2021 - 2021 • 1 year
Wichita, KS
Equity Bank
2018 - 2021 • 3 years
Wichita, KS
Commerce Trust Company
2001 - 2018 • 17 years
Wichita, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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