Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $22,043,093,873 in 44,018 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    22,043
    MILLION
  • Total Number of Accounts
    44,018
    ACCOUNTS
  • Average Account Value
    $500,775
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 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Mariner Wealth Advisors
Showing 11 - 20 of 285 top financial advisors.
11
Christopher P. Bixby
CRD#: 3031538
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Christopher Bixby (CRD# 3031538) is an Investment Advisor Representative working at Mariner Wealth Advisors in Bellevue, WA and has over 3 years of experience in the finance industry. Christopher Bixby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Anthony D. Bolstorff
CRD#: 5320846
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

Anthony Bolstorff (CRD# 5320846) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 12 years of experience in the finance industry. Anthony Bolstorff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

13
Tobias C. Bond
CRD#: 5801646
Two Mid America Plaza, Suite 530, Oakbrook Terrace, IL 60181

Tobias Bond (CRD# 5801646) is an Investment Advisor Representative working at Mariner Wealth Advisors in Oakbrook Terrace, IL and has 1 year of experience in the finance industry. Tobias Bond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

14
Daniel L. Borchard
CRD#: 5373958
200 S Executive Drive, Suite 101, Office 2055, Brookfield, WI 53005

Daniel Borchard (CRD# 5373958) is an Investment Advisor Representative working at Mariner Wealth Advisors in Brookfield, WI and has over 9 years of experience in the finance industry. Daniel Borchard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

15
Kirk M. Boster
CRD#: 4390875
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

Kirk Boster (CRD# 4390875) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 12 years of experience in the finance industry. Kirk Boster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

16
Matthew S. Brady
CRD#: 2600968
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

Matthew Brady (CRD# 2600968) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 24 years of experience in the finance industry. Matthew Brady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

17
Jonathon A. Bresnen
CRD#: 6356064
312 Walnut Street, Suite 2300, Cincinnati, OH 45202

Jonathon Bresnen (CRD# 6356064) is an Investment Advisor Representative working at Mariner Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

18
Lisa Brinig
CRD#: 4872268
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

Lisa Brinig (CRD# 4872268) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has 1 year of experience in the finance industry. Lisa Brinig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

19
Ryan L. Brown
CRD#: 3214121
312 Walnut Street, Suite 2300, Cincinnati, OH 45202

Ryan Brown (CRD# 3214121) is an Investment Advisor Representative working at Mariner Wealth Advisors in Cincinnati, OH and has over 20 years of experience in the finance industry.

20
Megan M. Brozowski
CRD#: 4594416
One Giralda Farms, Suite 130, Madison, NJ 07940

Megan Brozowski (CRD# 4594416) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 17 years of experience in the finance industry. Megan Brozowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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