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
Scott Davis (CRD# 5900930) is an Investment Advisor Representative working at Mariner Wealth in Los Angeles, CA and has over 12 years of experience in the finance industry.
Reed began his career in 2008 in the midst of the financial crisis. While the timing presented obstacles, it also presented an opportunity because it provided a unique perspective on the importance of proper financial planning and the damage that can ensue when a family's planning is incomplete or not effectively coordinated and organized. As a CERTIFIED FINANCIAL PLANNER™, Reed spends his time managing the financial affairs for a group of successful families and business owners and brings value to our clients by walking them through a goal-based planning process to ensure that the proper planning is in place. In 2013, Reed launched additional corporate retirement services to help business owners manage their retirement and succession planning responsibilities. Reed has earned a Bachelor of Science degree in Political Science with a Minor in Business and a Certificate of International Studies from Arizona State University.
A native of Knoxville, TN, Reed is an avid Tennessee Volunteers fan and in his free time enjoys playing golf, guitar and traveling with his wife, Taylor.
Paula Degener (CRD# 6292373) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has 1 year of experience in the finance industry.
Dana Delance (CRD# 7071787) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
Alessandra Dimauro (CRD# 2982204) is an Investment Advisor Representative working at Mariner Wealth in Fairfield, CT and has over 26 years of experience in the finance industry.
Robert Diquollo (CRD# 4331182) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has 1 year of experience in the finance industry.
Salvatore Ditusa (CRD# 5519686) is an Investment Advisor Representative working at Mariner Wealth in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Michael Doman (CRD# 731247) is an Investment Advisor Representative working at Mariner Wealth in Pittsburgh, PA and has over 42 years of experience in the finance industry.
Anne Dorian (CRD# 5736231) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 13 years of experience in the finance industry.
Jacob Dorman (CRD# 6236566) is an Investment Advisor Representative working at Mariner Wealth in Los Angeles, CA and has over 10 years of experience in the finance industry.