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
Daniel Kenealy (CRD# 6243205) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry.
Courtney Kenning (CRD# 6967576) is an Investment Advisor Representative working at Mariner Wealth in Houston, TX and has over 5 years of experience in the finance industry.
Jacob Kern (CRD# 5586753) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 15 years of experience in the finance industry.
Patrick Kimbrough (CRD# 5563284) is an Investment Advisor Representative working at Mariner Wealth in Plano, TX and has over 15 years of experience in the finance industry.
Martin Kossoff (CRD# 1877000) is an Investment Advisor Representative working at Mariner Wealth in Sarasota, FL and has over 35 years of experience in the finance industry.
Adam Kotz (CRD# 6286443) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 2 years of experience in the finance industry.
Rachel Kowalczyk (CRD# 6283390) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.
Thomas Kozney (CRD# 5427202) is an Investment Advisor Representative working at Mariner Wealth in Omaha, NE and has over 16 years of experience in the finance industry.
Alise Kraus (CRD# 6314308) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has over 9 years of experience in the finance industry.
Dan Kronmal (CRD# 5858174) is an Investment Advisor Representative working at Mariner Wealth in Bellevue, WA and has over 13 years of experience in the finance industry.