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
Jill Sutt (CRD# 3150113) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has over 24 years of experience in the finance industry.
Jeffrey Swantkowski (CRD# 4764230) is an Investment Advisor Representative working at Mariner Wealth in Houston, TX and has over 20 years of experience in the finance industry.
Jesse Szlaga (CRD# 6482308) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has 1 year of experience in the finance industry.
Michael Tallon (CRD# 5738291) is an Investment Advisor Representative working at Mariner Wealth in San Diego, CA and has over 13 years of experience in the finance industry.
Megan Tanney (CRD# 5651509) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 8 years of experience in the finance industry.
Hugh Taylor (CRD# 1899478) is an Investment Advisor Representative working at Mariner Wealth in Cambridge, MA and has over 35 years of experience in the finance industry.
Stephen Taylor (CRD# 3260885) is an Investment Advisor Representative working at Mariner Wealth in Orlando, FL and has over 24 years of experience in the finance industry.
Timothy Taylor (CRD# 4357648) is an Investment Advisor Representative working at Mariner Wealth in Orlando, FL and has over 23 years of experience in the finance industry.
Robert Thomas (CRD# 1966654) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has over 29 years of experience in the finance industry.
Pamela Thompson (CRD# 5688210) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has 1 year of experience in the finance industry.