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
Andreas Scott (CRD# 5895858) is an Investment Advisor Representative working at Mariner Wealth in Bloomington, MN and has over 12 years of experience in the finance industry.
Peter Scott (CRD# 4414685) is an Investment Advisor Representative working at Mariner Wealth in Sioux Falls, SD and has over 22 years of experience in the finance industry.
Breanna Seech (CRD# 6266115) is an Investment Advisor Representative working at Mariner Wealth in Grand Rapids, MI and has over 9 years of experience in the finance industry.
Lindsey Serrano (CRD# 6727423) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 7 years of experience in the finance industry.
Ankit Shah (CRD# 4840216) is an Investment Advisor Representative working at Mariner Wealth in Pleasanton, CA and has over 19 years of experience in the finance industry.
Steven Sheldon (CRD# 4621861) is an Investment Advisor Representative working at Mariner Wealth in Houston, TX and has 1 year of experience in the finance industry.
Debra Sherman (CRD# 2304857) is an Investment Advisor Representative working at Mariner Wealth in Mechanicsburg, PA and has over 25 years of experience in the finance industry.
Jana Shoulders (CRD# 2583742) is an Investment Advisor Representative working at Mariner Wealth in Tulsa, OK and has over 29 years of experience in the finance industry.
James Siemonsma (CRD# 2172228) is an Investment Advisor Representative working at Mariner Wealth in Omaha, NE and has over 24 years of experience in the finance industry.
Jeffrey Sims (CRD# 2236487) is an Investment Advisor Representative working at Mariner Wealth in West Chester, OH and has over 26 years of experience in the finance industry.