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
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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.