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
Jonathan Weidler (CRD# 5949984) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has over 12 years of experience in the finance industry.
Dana Weinstein (CRD# 2621259) is an Investment Advisor Representative working at Mariner Wealth in Houston, TX and has over 29 years of experience in the finance industry.
Jeremy Welther (CRD# 2544111) is an Investment Advisor Representative working at Mariner Wealth in Madison, NJ and has over 29 years of experience in the finance industry.
Andrew Welzel (CRD# 2065332) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 18 years of experience in the finance industry.
Christine Wentzler (CRD# 6097251) is an Investment Advisor Representative working at Mariner Wealth in New York, NY and has 1 year of experience in the finance industry.
Suzanne Wheeler (CRD# 2978734) is an Investment Advisor Representative working at Mariner Wealth in Tulsa, OK and has over 24 years of experience in the finance industry.
Kenneth White (CRD# 5683559) is an Investment Advisor Representative working at Mariner Wealth in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.
Martha Wiles (CRD# 6453890) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 9 years of experience in the finance industry.
Brittany Williams (CRD# 6004591) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has over 10 years of experience in the finance industry.
Jayne Witte (CRD# 4508381) is an Investment Advisor Representative working at Mariner Wealth in Oakbrook Terrace, IL and has over 14 years of experience in the finance industry.