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
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.