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).
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Total Assets Under Management81,107MILLION
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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
Richard Coppa (CRD# 2990850) is an Investment Advisor Representative working at Mariner Wealth in Roseland, NJ and has over 26 years of experience in the finance industry.
Kelly Correll (CRD# 5559862) is an Investment Advisor Representative working at Mariner Wealth in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Martha Cottrill (CRD# 1399313) is an Investment Advisor Representative working at Mariner Wealth in New London, NH and has over 30 years of experience in the finance industry.
Jeffrey Couch (CRD# 5152157) is an Investment Advisor Representative working at Mariner Wealth in Tulsa, OK and has over 17 years of experience in the finance industry.
Dominic Cozzetto (CRD# 4530944) is an Investment Advisor Representative working at Mariner Wealth in Los Angeles, CA and has over 23 years of experience in the finance industry.
Jason Craine (CRD# 6007705) is an Investment Advisor Representative working at Mariner Wealth in Wichita, KS and has over 12 years of experience in the finance industry.
Janet Critchley (CRD# 2646684) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has over 28 years of experience in the finance industry.
Michelle Cross (CRD# 6094223) is an Investment Advisor Representative working at Mariner Wealth in Sarasota, FL and has over 11 years of experience in the finance industry.
Brian Cunningham (CRD# 5878492) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 8 years of experience in the finance industry.
Samuel Curran (CRD# 6059451) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has over 5 years of experience in the finance industry.