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
Mark Vlasic (CRD# 4011982) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 20 years of experience in the finance industry.
William Walker (CRD# 1465509) is an Investment Advisor Representative working at Mariner Wealth in Fullerton, CA and has over 32 years of experience in the finance industry.
Lisa Wall (CRD# 2777085) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 21 years of experience in the finance industry.
Myles Waltonbaugh-Clements (CRD# 6741600) is an Investment Advisor Representative working at Mariner Wealth in Pittsburgh, PA and has over 6 years of experience in the finance industry.
Yisha Wang (CRD# 6442222) is an Investment Advisor Representative working at Mariner Wealth in Danville, CA and has over 5 years of experience in the finance industry.
Kevin Ward (CRD# 6321239) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 8 years of experience in the finance industry.
Chelsie Wasden (CRD# 6243356) is an Investment Advisor Representative working at Mariner Wealth in Boise, ID and has over 10 years of experience in the finance industry.
Kathleen Waterman (CRD# 4699752) is an Investment Advisor Representative working at Mariner Wealth in Omaha, NE and has 1 year of experience in the finance industry.
Carl Watkins (CRD# 5347315) is an Investment Advisor Representative working at Mariner Wealth in Sarasota, FL and has over 13 years of experience in the finance industry.
Jamie Weems (CRD# 6364136) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 9 years of experience in the finance industry.