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 Lummer (CRD# 4307044) is an Investment Advisor Representative working at Mariner Wealth in Emeryville, CA and has 1 year of experience in the finance industry.
Nicholas Macdonald (CRD# 6462048) is an Investment Advisor Representative working at Mariner Wealth in Concord, NH and has over 9 years of experience in the finance industry.
Michael Mackelvie (CRD# 6389858) is an Investment Advisor Representative working at Mariner Wealth in Bellevue, WA and has over 9 years of experience in the finance industry.
Joseph Madsen (CRD# 5714135) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 14 years of experience in the finance industry.
Jesse Maggio (CRD# 6017154) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 11 years of experience in the finance industry.
Jeffrey Maher (CRD# 1993714) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 33 years of experience in the finance industry.
Jesse Maltzman (CRD# 3093142) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has over 24 years of experience in the finance industry.
Stephanie Manning (CRD# 4655317) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 21 years of experience in the finance industry.
David Martin (CRD# 4048377) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 24 years of experience in the finance industry.
George Martin (CRD# 2056953) is an Investment Advisor Representative working at Mariner Wealth in New Albany, IN and has over 34 years of experience in the finance industry.