Leanne Wilhelm (CRD# 7653866) is an Investment Advisor Representative working at Mariner Wealth in Brentwood, MO and has 1 year of experience in the finance industry.
CRD# 2390400
Oppenheimer & Company Inc.
CRD# 1012847
Stifel, Nicolaus & Company, Incorporated
CRD# 6533372
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | Brentwood, MO | Oct 2022 - Current | 1 |
Mariner Wealth Advisors | Brentwood, MO | Jan 2020 - Oct 2022 | 2 |
Four Seasons Hotel And Resorts | St Louis, MO | Aug 2019 - Dec 2019 | < 1 |
Unemployed | St Louis, MO | May 2019 - Aug 2019 | < 1 |
Student | Springield, MO | Aug 2012 - May 2019 | 6 |
The Crescent Hotel | Eureka Springs, AR | May 2018 - Aug 2018 | < 1 |
Towneplace Suites | Springfield, MO | Oct 2017 - May 2018 | < 1 |
Jqh Arena | Springfield, MO | Jan 2016 - Oct 2016 | < 1 |
Cheeseburger In Paradise | Destin, FL | May 2016 - Aug 2016 | < 1 |
The Tan Club | Jefferson City, MO | Nov 2014 - May 2015 | < 1 |
Gerbes | Jefferson City, MO | Jan 2013 - Nov 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- MO
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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