Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
35yrs
Michael Dugan is a fiduciary financial advisor in Overland Park, Kansas, with 35 years in the industry. Michael joined Mariner in 2019, after ten years at BOK Financial Advisors and two years at American Century Advisory Services. Mariner offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 4% by experience at Mariner
Office5700 W. 112th Street Suite 500, Overland Park, KS 66211
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMarinerCurrent firm
- 2010 – 2019BOK Financial Securities, Inc.Previously
- Jun 2007 – Mar 2009American Century Advisory Services, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Michael’s local office at (913) 897-3599 or the Mariner main office at (913) 904-5700, and ask for Michael Dugan.
How long has Michael been a financial advisor?
Michael has been in the industry since 1992, about 35 years. Top 4% by experience at Mariner.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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