Mariner Wealth

Mariner Wealth (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $81,106,925,484 in 132,567 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    81,107
    MILLION
  • Total Number of Accounts
    132,567
    ACCOUNTS
  • Average Account Value
    $611,818
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
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
Showing 51 - 60 of 591 top financial advisors.
51
Russell E. Charvonia
CRD#: 710511
58 N. Ash Street, Ventura, CA 93001

Russell Charvonia (CRD# 710511) is an Investment Advisor Representative working at Mariner Wealth in Ventura, CA and has over 43 years of experience in the finance industry.

52
Hasan Chowdhury
CRD#: 6506428
1500 Broadway, 28th Floor, New York, NY 10036

Hasan Chowdhury (CRD# 6506428) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 8 years of experience in the finance industry.

53
Aaron S. Clark
CRD#: 5105909
17767 N. Scottsdale Road, Suite 310, Scottsdale, AZ 85254

Aaron Clark (CRD# 5105909) is an Investment Advisor Representative working at Mariner Wealth in Scottsdale, AZ and has over 18 years of experience in the finance industry.

54
Benjamin J. Coffaro
CRD#: 6521763
312 Walnut Street, Suite 2300, Cincinnati, OH 45202

Benjamin Coffaro (CRD# 6521763) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has over 8 years of experience in the finance industry.

55
Joseph M. Coletta
CRD#: 6607076
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

Joseph Coletta (CRD# 6607076) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 8 years of experience in the finance industry.

56
John A. Combias
CRD#: 705794
1 Main St., #202, Chatham, NJ 07928

John Combias (CRD# 705794) is an Investment Advisor Representative working at Mariner Wealth in Chatham, NJ and has over 43 years of experience in the finance industry.

57
Paul J. Conforti
CRD#: 2155244
229 East Main St., Manasquan, NJ 08736

Paul Conforti (CRD# 2155244) is an Investment Advisor Representative working at Mariner Wealth in Manasquan, NJ and has over 24 years of experience in the finance industry.

58
Michael D. Contant
CRD#: 4638180
1800 Bering Drive, Suite 250, Houston, TX 77057

Michael Contant (CRD# 4638180) is an Investment Advisor Representative working at Mariner Wealth in Houston, TX and has over 21 years of experience in the finance industry.

59
Jenika R. Cook
CRD#: 5580647
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

Jenika Cook (CRD# 5580647) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has 1 year of experience in the finance industry.

60
James K. Cooper Iii
CRD#: 4831728
4200 E. Skelly Dr, Suite 950, Tulsa, OK 74135

James Cooper Iii (CRD# 4831728) is an Investment Advisor Representative working at Mariner Wealth in Tulsa, OK and has over 19 years of experience in the finance industry.

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