Mariner
31yrs
Top advisor by experience at Mariner
11yrs
Andy Mai
Financial advisor at Mariner
Andy Mai has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Overland Park , Kansas. Andy has been with Mariner since 2020; before that, Andy spent five years at MML Investors Services and a year at MSI Financial Services. Andy holds the CFA designation.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office5700 West 112th Street Suite 500, Overland Park , KS 66211
FirmMariner
How the firm is paid ?Percent of assets
Typical client at the firm ?$783,186
Advisors at the firm6
States licensed ?1 state
Services through Mariner
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowMarinerCurrent firm
- 2017 – 2021MML Investors Services, LLCPreviously
- Dec 2015 – Mar 2017MSI Financial Services, Inc.Previously
Contact Andy
Local office(913) 897-3599Ask for Andy. (913) 904-5700Main office 5700 West 112th Street Suite 500Overland Park , KS 66211Office · Get directions LinkedIn pageMariner
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Questions to ask Andy
Tailored to Andy’s registration and firm.
- 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
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About Andy
How do I contact Andy?
Call Andy’s local office at (913) 897-3599 or the Mariner main office at (913) 904-5700, and ask for Andy Mai.
How long has Andy been a financial advisor?
Andy has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Andy hold?
Series 66. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
Mariner reports being paid by a percentage of the assets they manage. Ask Andy 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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