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 41 - 50 of 285 top financial advisors.
41
Kelly T. Correll
CRD#: 5559862
14850 N. Scottsdale Road, Suite 390, Scottsdale, AZ 85254

Kelly Correll (CRD# 5559862) is an Investment Advisor Representative working at Mariner Wealth Advisors in Scottsdale, AZ and has over 10 years of experience in the finance industry.

42
Jeffrey A. Couch
CRD#: 5152157
4200 E. Skelly Dr, Suite 950, Tulsa, OK 74135

Jeffrey Couch (CRD# 5152157) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 13 years of experience in the finance industry.

43
Jason W. Craine
CRD#: 6007705
1313 North Webb Road, Suite 230, Wichita, KS 67206

Jason Craine (CRD# 6007705) is an Investment Advisor Representative working at Mariner Wealth Advisors in Wichita, KS and has over 8 years of experience in the finance industry. Jason Craine 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.

44
Rebecca M. Crandall
CRD#: 2695290
300 Tamal Plaza, Suite 175, Corte Madera, CA 94925

Rebecca Crandall (CRD# 2695290) is an Investment Advisor Representative working at Mariner Wealth Advisors in Corte Madera, CA and has over 22 years of experience in the finance industry. Rebecca Crandall 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.

45
Janet L. Critchley
CRD#: 2646684
One Giralda Farms, Suite 130, Madison, NJ 07940

Janet Critchley (CRD# 2646684) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 24 years of experience in the finance industry. Janet Critchley 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.

46
Samuel C. Curran
CRD#: 6059451
312 Walnut Street, Suite 2300, Cincinnati, OH 45202

Samuel Curran (CRD# 6059451) is an Investment Advisor Representative working at Mariner Wealth Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

47
Margaret M. Daly
CRD#: 5610522
300 Tamal Plaza, Suite 175, Corte Madera, CA 94925

Margaret Daly (CRD# 5610522) is an Investment Advisor Representative working at Mariner Wealth Advisors in Corte Madera, CA and has 1 year of experience in the finance industry. Margaret Daly 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.

48
Paula J. Degener
CRD#: 6292373
8871 Ridgeline Blvd, Suite 100, Highlands Ranch, CO 80129

Paula Degener (CRD# 6292373) is an Investment Advisor Representative working at Mariner Wealth Advisors in Highlands Ranch, CO and has 1 year of experience in the finance industry. Paula Degener 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.

49
Dana R. Delance
CRD#: 7071787
Two Mid America Plaza, Suite 520, Oakbrook Terrace, IL 60181

Dana Delance (CRD# 7071787) is an Investment Advisor Representative working at Mariner Wealth Advisors in Oakbrook Terrace, IL and has 1 year of experience in the finance industry. Dana Delance 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.

50
Matthew S. Diquollo
CRD#: 4247807
One Giralda Farms, Suite 130, Madison, NJ 07940

Matthew Diquollo (CRD# 4247807) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 19 years of experience in the finance industry. Matthew Diquollo 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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