Tobler et al v. 1248 Holdings, LLC et al
Plaintiff: Jakob Tobler and Michelle McNitt
Defendant: 1248 Holdings, LLC, Mariner Wealth Advisors, LLC, Mariner, LLC, Bicknell Family Holding Company, LLC, Mariner Holdings, LLC, Montage Investments, LLC, Mariner Capital Advisors, LLC, Toroise Capital Advisors, LLC, TortoiseEcofin Investments, LLC, American Century Investment Management, Inc., American Century Companies, Inc., American Century Services, LLC, Tortoise Capital Advisors, LLC and (fnu) (lnu) 1-10
Case Number: 2:2024cv02068
Filed: February 23, 2024
Court: US District Court for the District of Kansas
Presiding Judge: Gwynne E Birzer
Referring Judge: Julie A Robinson
Nature of Suit: Anti-Trust
Cause of Action: 15 U.S.C. § 1 Antitrust Litigation
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on April 22, 2024. A more recent docket listing may be available from PACER.

Date Filed Document Text
April 22, 2024 Opinion or Order Filing 32 ORDER granting #31 Unopposed Joint Unopposed Motion for Extension of Time in Which to File a Response as to #1 Complaint. All Defendants' deadline to answer or otherwise response to Plaintiffs' Complaint is extended up to and including 5/28/2024. Signed by Magistrate Judge Gwynne E. Birzer on 4/22/2024. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) (kf)
April 22, 2024 Filing 31 JOINT UNOPPOSED MOTION for an Additional Extension of Time in Which to File a Responsive Pleading by Defendants (fnu) (lnu) 1-10, 1248 Holdings, LLC, American Century Companies, Inc., American Century Investment Management, Inc., American Century Services, LLC, Mariner Capital Advisors, LLC, Mariner Wealth Advisors, LLC, Mariner, LLC, Montage Investments, LLC, Tortoise Capital Advisors, LLC, TortoiseEcofin Investments, LLC. (Motion referred to Magistrate Judge Gwynne E. Birzer.) (Morris, Jeffrey)
March 22, 2024 Opinion or Order Filing 30 ORDER granting #28 Unopposed MOTION for Extension of Time to File Answer re #1 Complaint. The deadline for Defendants Tortoise Capital Advisors, LLC and TortoiseEcofin Investments, LLC to answer or otherwise respond is extended up to and including 4/26/2024. Signed by Magistrate Judge Gwynne E. Birzer on 3/22/2024. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) (kf)
March 22, 2024 Opinion or Order Filing 29 ORDER granting #19 Motion to Appear Pro Hac Vice of John E. Schmidtlein for American Century Companies, Inc., American Century Investment Management, Inc., and American Century Services, LLC pursuant to D. Kan. Rule 83.5.4 for purposes of this case only. Signed by Magistrate Judge Gwynne E. Birzer on 3/22/24. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) (ala)
March 22, 2024 Filing 28 UNOPPOSED MOTION for Extension of Time to File Answer re #1 Complaint by Defendants Tortoise Capital Advisors, LLC, TortoiseEcofin Investments, LLC. (Motion referred to Magistrate Judge Gwynne E. Birzer.) (Rogers, Matthew)
March 22, 2024 Filing 27 ENTRY OF APPEARANCE by Stefon David on behalf of All Plaintiffs. (David, Stefon)
March 22, 2024 Opinion or Order Filing 26 ORDER granting #21 Unopposed Motion for an Extension of Time to File Answer re #1 Complaint. The deadline for American Century Companies, Inc.; American Century Investment Management, Inc.; and American Century Services, LLC to answer or otherwise respond is extended up to and including 4/26/2024. Signed by Magistrate Judge Gwynne E. Birzer on 3/22/2024. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) (kf)
March 22, 2024 Opinion or Order Filing 25 ORDER granting #16 Mariner Defendants' Unopposed MOTION for Extension of Time to File Answer re #1 Complaint. The deadline for Defendants 1248 Holdings, LLC; Mariner Capital Advisors, LLC; Mariner Wealth Advisors, LLC; Mariner, LLC; and Montage Investments, LLC to answer or otherwise respond is extended up to and including 4/26/2024. Signed by Magistrate Judge Gwynne E. Birzer on 3/22/2024. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) (kf)
March 22, 2024 Filing 24 CLERKS ORDER EXTENDING TIME until 4/05/2024 for Defendants Tortoise Capital Advisors, LLC, TortoiseEcofin Investments, LLC to answer or otherwise plead. Signed by deputy clerk on 3/22/2024. (jk)
March 22, 2024 Filing 23 ENTRY OF APPEARANCE by Matthew J. Rogers on behalf of Tortoise Capital Advisors, LLC, TortoiseEcofin Investments, LLC. (Rogers, Matthew)
March 22, 2024 Filing 22 ENTRY OF APPEARANCE by Terrence J. Campbell on behalf of Tortoise Capital Advisors, LLC, TortoiseEcofin Investments, LLC. (Campbell, Terrence)
March 21, 2024 Filing 21 UNOPPOSED MOTION for Extension of Time to Answer by Defendants American Century Companies, Inc., American Century Investment Management, Inc., American Century Services, LLC. (Motion referred to Magistrate Judge Gwynne E. Birzer.) (Morris, Jeffrey). Modified on 3/22/2024 to correct title to reflect motion filed (ala).
March 21, 2024 Filing 20 CORPORATE DISCLOSURE STATEMENT by American Century Companies, Inc., American Century Investment Management, Inc., American Century Services, LLC. (Morris, Jeffrey)
March 21, 2024 Filing 19 MOTION for attorney John E. Schmidtlein to appear pro hac vice (Pro hac vice fee $50, Internet Payment Receipt Number AKSDC-6304539.) by Defendants American Century Companies, Inc., American Century Investment Management, Inc., American Century Services, LLC. (Motion referred to Magistrate Judge Gwynne E. Birzer.) (Attachments: #1 Affidavit, #2 ECF Registration Form )(Morris, Jeffrey)
March 21, 2024 Filing 18 ENTRY OF APPEARANCE by Jeffrey D. Morris on behalf of American Century Companies, Inc., American Century Investment Management, Inc., American Century Services, LLC. (Morris, Jeffrey)
March 19, 2024 Filing 17 ENTRY OF APPEARANCE by Emily Nicole Reed on behalf of 1248 Holdings, LLC, Mariner Capital Advisors, LLC, Mariner Wealth Advisors, LLC, Mariner, LLC, Montage Investments, LLC. (Reed, Emily)
March 19, 2024 Filing 16 UNOPPOSED MOTION for Extension of Time to Answer re #1 Complaint by Defendants 1248 Holdings, LLC, Mariner Capital Advisors, LLC, Mariner Wealth Advisors, LLC, Mariner, LLC, Montage Investments, LLC. (Motion referred to Magistrate Judge Gwynne E. Birzer.) (Blegen, Daniel) Modified on 3/22/2024 to correct title to reflect motion filed (ala).
March 19, 2024 Filing 15 ENTRY OF APPEARANCE by Daniel E. Blegen on behalf of 1248 Holdings, LLC, Mariner Capital Advisors, LLC, Mariner Wealth Advisors, LLC, Mariner, LLC, Montage Investments, LLC. (Blegen, Daniel)
March 13, 2024 Filing 14 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon Montage Investments, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 13 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon Tortoise Capital Advisors, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 12 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon American Century Investment Management, Inc. served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 11 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon American Century Services, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 10 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon Mariner Wealth Advisors, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 9 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon TortoiseEcofin Investments, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 8 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon Mariner, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 7 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon 1248 Holdings, LLC served on 3/1/2024, answer due 3/22/2024. (Hanson, George)
March 13, 2024 Filing 6 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon Mariner Capital Advisors, LLC served on 2/28/2024, answer due 3/20/2024. (Hanson, George)
March 13, 2024 Filing 5 SUMMONS RETURNED EXECUTED -- Personal Service by Michelle McNitt, Jakob Tobler upon American Century Companies, Inc. served on 2/28/2024, answer due 3/20/2024. (Hanson, George)
February 26, 2024 Opinion or Order Filing 4 ORDER REASSIGNING CASE: Case reassigned to Magistrate Judge Gwynne E. Birzer for all further proceedings. Magistrate Judge Rachel E. Schwartz no longer assigned to case. Signed by Magistrate Judge Rachel E. Schwartz on 02/26/2024. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) (drk)
February 26, 2024 NOTICE OF JUDGE ASSIGNMENT: Case assigned to District Judge Julie A. Robinson and Magistrate Judge Rachel E. Schwartz for all proceedings. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry.) NOTICE OF MAGISTRATE JUDGE AVAILABILITY: A United States magistrate judge is available to conduct all proceedings in this civil action if all parties voluntarily consent. Information & consent forms are available at http://www.uscourts.gov/forms/civil-forms/notice-consent-and-reference-civil-action-magistrate-judge (nac)
February 26, 2024 SUMMONS ISSUED as to 1248 Holdings, LLC, American Century Companies, Inc., American Century Investment Management, Inc., American Century Services, LLC, Mariner Capital Advisors, LLC, Mariner Wealth Advisors, LLC, Mariner, LLC, Montage Investments, LLC, Tortoise Capital Advisors, LLC, TortoiseEcofin Investments, LLC. (issued to Attorney for service) Notice, Consent, and Reference of a Civil Action to a Magistrate Judge Form provided to counsel for service with complaint. (This is a TEXT ENTRY ONLY. There is no.pdf document associated with this entry) (nac)
February 24, 2024 Filing 3 ENTRY OF APPEARANCE by Rowdy B. Meeks on behalf of All Plaintiffs. (Meeks, Rowdy)
February 23, 2024 Filing 2 CIVIL COVER SHEET by Plaintiffs Michelle McNitt, Jakob Tobler. (Hanson, George)
February 23, 2024 Filing 1 COMPLAINT with trial location of Kansas City ( Filing fee $405, Internet Payment Receipt Number AKSDC-6282799.), filed by Michelle McNitt, Jakob Tobler. (Attachments: #1 Ex. A - Non-Prosecution Agreement)(Hanson, George)

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Defendant: 1248 Holdings, LLC
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
Represented By: Daniel E. Blegen
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Defendant: Mariner Wealth Advisors, LLC
Represented By: Daniel E. Blegen
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
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Defendant: Mariner, LLC
Represented By: Daniel E. Blegen
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
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Defendant: Bicknell Family Holding Company, LLC
Represented By: Daniel E. Blegen
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
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Defendant: Mariner Holdings, LLC
Represented By: Daniel E. Blegen
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
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Defendant: Montage Investments, LLC
Represented By: Daniel E. Blegen
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
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Defendant: Mariner Capital Advisors, LLC
Represented By: Daniel E. Blegen
Represented By: Emily Nicole Reed
Represented By: Jeffrey D. Morris
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Defendant: Toroise Capital Advisors, LLC
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Defendant: TortoiseEcofin Investments, LLC
Represented By: Jeffrey D. Morris
Represented By: Matthew J. Rogers
Represented By: Terrence J. Campbell
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Defendant: American Century Investment Management, Inc.
Represented By: John E. Schmidtlein
Represented By: Jeffrey D. Morris
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Defendant: American Century Companies, Inc.
Represented By: Jeffrey D. Morris
Represented By: John E. Schmidtlein
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Defendant: American Century Services, LLC
Represented By: Jeffrey D. Morris
Represented By: John E. Schmidtlein
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Defendant: Tortoise Capital Advisors, LLC
Represented By: Jeffrey D. Morris
Represented By: Matthew J. Rogers
Represented By: Terrence J. Campbell
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Defendant: (fnu) (lnu) 1-10
Represented By: Jeffrey D. Morris
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Plaintiff: Jakob Tobler
Represented By: George A. Hanson
Represented By: Rowdy B. Meeks
Represented By: Stefon David
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Plaintiff: Michelle McNitt
Represented By: George A. Hanson
Represented By: Stefon David
Represented By: Rowdy B. Meeks
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