Mariner Independent

Mariner Independent (CRD# 305418) is a financial advisory firm headquartered in Overland Park, KS. They manage $4,345,628,317 in 8,802 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,346
    MILLION
  • Total Number of Accounts
    8,802
    ACCOUNTS
  • Average Account Value
    $493,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Mariner Independent
Showing 41 - 50 of 68 top financial advisors.
41
James D. Shagawat
CRD#: 5045150
140 East Ridgewood Avenue, Suite 415, South Tower, Paramus, NJ 07652

James Shagawat (CRD# 5045150) is an Investment Advisor Representative working at Mariner Independent in Paramus, NJ and has 1 year of experience in the finance industry.

42
Jorge A. Soriano
CRD#: 4460704
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Jorge Soriano (CRD# 4460704) is an Investment Advisor Representative working at Mariner Independent in Los Angeles, CA and has over 16 years of experience in the finance industry.

43
Joel Suarez
CRD#: 3244934
611 University Avenue, Suite 240, Lubbock, TX 79401

Joel Suarez (CRD# 3244934) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lubbock, TX and has over 16 years of experience in the finance industry.

44
Nella A. Webster
CRD#: 1894552
660 Newport Center Drive, #220, Newport Beach, CA 92660

Nella Webster (CRD# 1894552) is an Investment Advisor Representative working at Mariner Independent in Newport Beach, CA and has over 28 years of experience in the finance industry.

45
Erin N. Zylka
CRD#: 5760460
5700 West 112th Street, Suite 500, Overland Park, KS 66211

Erin Zylka (CRD# 5760460) is an Investment Advisor Representative working at Mariner Independent in Overland Park, KS and has over 13 years of experience in the finance industry.

46
Frank B. Bertsch
CRD#: 7475085
788 Main St., Ste 2, Dubuque, IA 52001

Frank Bertsch (CRD# 7475085) is an Investment Advisor Representative working at Mariner Independent in Dubuque, IA and has over 2 years of experience in the finance industry.

47
Curtis R. Calomeni
CRD#: 7544427
660 Newport Center Drive, #220, Newport Beach, CA 92660

Curtis Calomeni (CRD# 7544427) is an Investment Advisor Representative working at Mariner Independent in Newport Beach, CA and has 1 year of experience in the finance industry.

48
Andrew B. Douille
CRD#: 7810628
Westlake Village, CA

Andrew Douille (CRD# 7810628) is an Investment Advisor Representative working at Mariner Independent in Westlake Village, CA and has 1 year of experience in the finance industry.

49
Anthony N. Ferraiolo
CRD#: 7289134
Florham Park, NJ

Anthony Ferraiolo (CRD# 7289134) is an Investment Advisor Representative working at Mariner Independent in Florham Park, NJ and has 1 year of experience in the finance industry.

50
Jacob M. Ferry
CRD#: 7541338
31194 La Baya Drive, #206, Westlake Village, CA 91362

Jacob Ferry (CRD# 7541338) is an Investment Advisor Representative working at Mariner Independent in Westlake Village, CA and has 1 year of experience in the finance industry.

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