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
Michael O'neill (CRD# 1208673) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 39 years of experience in the finance industry.
Jeff Ogston (CRD# 4327010) is an Investment Advisor Representative working at Mariner Wealth in Corte Madera, CA and has over 23 years of experience in the finance industry.
Joy Oh (CRD# 6031149) is an Investment Advisor Representative working at Mariner Wealth in Ookala, HI and has over 11 years of experience in the finance industry.
Jinger Pajestka (CRD# 6173768) is an Investment Advisor Representative working at Mariner Wealth in Pleasanton, CA and has over 11 years of experience in the finance industry.
Adam Paulson (CRD# 4988095) is an Investment Advisor Representative working at Mariner Wealth in Crown Point, IN and has over 18 years of experience in the finance industry.
Herbert Pease (CRD# 6044132) is an Investment Advisor Representative working at Mariner Wealth in Walnut Creek, CA and has over 12 years of experience in the finance industry.
Maria Peralta (CRD# 6443746) is an Investment Advisor Representative working at Mariner Wealth in Tucson, AZ and has over 8 years of experience in the finance industry.
Douglas Perry (CRD# 2260883) is an Investment Advisor Representative working at Mariner Wealth in Tigard, OR and has over 31 years of experience in the finance industry.
Brandon Phillips (CRD# 4554888) is an Investment Advisor Representative working at Mariner Wealth in Indianapolis, IN and has over 21 years of experience in the finance industry.
Russell Pixler (CRD# 3098217) is an Investment Advisor Representative working at Mariner Wealth in Sioux Falls, SD and has over 25 years of experience in the finance industry.