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
Jacob Mercer (CRD# 5393873) is an Investment Advisor Representative working at Mariner Wealth in Brentwood, MO and has over 15 years of experience in the finance industry.
Kristen Meyer (CRD# 6092006) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 10 years of experience in the finance industry.
Cara Miller (CRD# 4521819) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 22 years of experience in the finance industry.
Lisa Moberly (CRD# 5335775) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 15 years of experience in the finance industry.
Peter Moeschler (CRD# 4297175) is an Investment Advisor Representative working at Mariner Wealth in Rochester, MN and has over 23 years of experience in the finance industry.
Matthew Moetzinger (CRD# 6491830) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 8 years of experience in the finance industry.
Thomas Moher (CRD# 2422778) is an Investment Advisor Representative working at Mariner Wealth in Tucson, AZ and has over 30 years of experience in the finance industry.
Jason Monteleone (CRD# 5381705) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 16 years of experience in the finance industry.
Sonia Morales Rodriguez (CRD# 6275743) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has 1 year of experience in the finance industry.
Brad Morgan (CRD# 6401089) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has over 9 years of experience in the finance industry.