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
Christopher Sosa (CRD# 5130180) is an Investment Advisor Representative working at Mariner Wealth in White Plains, NY and has over 10 years of experience in the finance industry.
Neil Sosler (CRD# 4205566) is an Investment Advisor Representative working at Mariner Wealth in Coral Gables, FL and has over 23 years of experience in the finance industry.
Victor Soucy (CRD# 5467524) is an Investment Advisor Representative working at Mariner Wealth in Concord, NH and has over 16 years of experience in the finance industry.
David Sparks (CRD# 5839646) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has over 12 years of experience in the finance industry.
Mitchell Spinneberg (CRD# 6499307) is an Investment Advisor Representative working at Mariner Wealth in Los Angeles, CA and has over 5 years of experience in the finance industry.
George Steiner (CRD# 4950959) is an Investment Advisor Representative working at Mariner Wealth in Manasquan, NJ and has over 17 years of experience in the finance industry.
Bret Stewart (CRD# 5691209) is an Investment Advisor Representative working at Mariner Wealth in El Segundo, CA and has over 14 years of experience in the finance industry.
David Stofer (CRD# 1311305) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 39 years of experience in the finance industry.
Nicholas Sutherland (CRD# 6554127) is an Investment Advisor Representative working at Mariner Wealth in Novi, MI and has 1 year of experience in the finance industry.