Mariner Independent

Mariner Independent (CRD# 283824) is a financial advisory firm headquartered in Overland Park, KS. They manage $8,146,610,014 in 27,977 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
5700 W 112th Street, Suite 500, Overland Park, KS 66211
http://www.clearlifewm.com
By the Numbers
  • Total Assets Under Management
    8,147
    MILLION
  • Total Number of Accounts
    27,977
    ACCOUNTS
  • Average Account Value
    $291,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Mariner Independent
Showing 1 - 10 of 120 top financial advisors.
1
Frank Aceves, financial advisor Walnut Creek CA
Frank X. Aceves
CRD#: 2672495
2890 N. Main Street, Suite 306, Walnut Creek, CA 94597

Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 28 years of experience in the finance industry.

2
Derrick Andrews, financial advisor Auburn CA
Derrick S. Andrews
CRD#: 1852661
200 Auburn Folsom Road, Suite 200, Auburn, CA 95603

Derrick Andrews (CRD# 1852661) is an Investment Advisor Representative working at Mariner Independent in Auburn, CA and has over 29 years of experience in the finance industry.

3
Stuart Arakelian, financial advisor San Ramon CA
Stuart B. Arakelian
CRD#: 1430141
12647 Alcosta Blvd.,, Suite 165, San Ramon, CA 94583

Stuart Arakelian (CRD# 1430141) is an Investment Advisor Representative working at Mariner Independent in San Ramon, CA and has over 24 years of experience in the finance industry.

4
William Baker, financial advisor Walnut Creek CA
William P. Baker
CRD#: 2842456
1350 Treat Blvd., Suite 390, Walnut Creek, CA 94597

William Baker (CRD# 2842456) is an Investment Advisor Representative working at Mariner Independent in Walnut Creek, CA and has over 27 years of experience in the finance industry.

5
Adeline Bellot, financial advisor Palo Alto CA
Adeline J. Bellot
CRD#: 6464583
525 University Avenue, Suite 200, Palo Alto, CA 94303

Adeline Bellot (CRD# 6464583) is an Investment Advisor Representative working at Mariner Independent in Palo Alto, CA and has over 6 years of experience in the finance industry.

6
Nestor Belmonte, financial advisor Newark CA
Nestor G. Belmonte
CRD#: 3159337
39899 Balentine Drive, Suite 200, Newark, CA 94560

Nestor Belmonte (CRD# 3159337) is an Investment Advisor Representative working at Mariner Independent in Newark, CA and has over 24 years of experience in the finance industry.

7
Tristan Bolton, financial advisor Lafayette CA
Tristan M. Bolton
CRD#: 5291400
251 Lafayette Circle, Unit 320, Lafayette, CA 94549

Tristan Bolton (CRD# 5291400) is an Investment Advisor Representative working at Mariner Independent in Lafayette, CA and has over 17 years of experience in the finance industry.

8
Austin Brown, financial advisor Montgomery TX
Austin M. Brown
CRD#: 6193693
618 Fish Creek Throughfare, Suite 110, Office 112, Montgomery, TX 77316

Austin Brown (CRD# 6193693) is an Investment Advisor Representative working at Mariner Independent in Montgomery, TX and has over 7 years of experience in the finance industry.

9
Craig Brown, financial advisor Bellingham WA
Craig A. Brown
CRD#: 4157722
113 W. Chestnut Street, Bellingham, WA 98225

Craig Brown (CRD# 4157722) is an Investment Advisor Representative working at Mariner Independent in Bellingham, WA and has over 23 years of experience in the finance industry.

10
Lamont Brown, financial advisor Fredericksburg VA
Lamont A. Brown
CRD#: 5866585
1285 Emancipation Hwy, Suite 3021, Fredericksburg, VA 22401

Lamont Brown (CRD# 5866585) is an Investment Advisor Representative working at Mariner Independent in Fredericksburg, VA and has over 13 years of experience in the finance industry.

1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals