Mariner Retirement Advisors, LLC

Mariner Retirement Advisors, LLC (CRD# 172372) is a financial advisory firm headquartered in Leawood, KS. They manage $1,152,266,745 in 144 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,152
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $8,001,852
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NE, OK, TX

Financial Advisors at Mariner Retirement Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David K. Stofer
CRD#: 1311305
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

David Stofer (CRD# 1311305) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 32 years of experience in the finance industry.

2
Timothy S. Duncan
CRD#: 3004592
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Timothy Duncan (CRD# 3004592) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

3
Timothy R. Helsel
CRD#: 2592478
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Timothy Helsel (CRD# 2592478) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 14 years of experience in the finance industry.

4
Angelyn Rosson
CRD#: 2834231
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Angelyn Rosson (CRD# 2834231) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 9 years of experience in the finance industry.

5
Todd T. Stuckey
CRD#: 2906551
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Todd Stuckey (CRD# 2906551) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Tulsa, OK and has over 19 years of experience in the finance industry.

6
Tami L. Chavez
CRD#: 5791165
16924 Frances Street, Suite 200, Omaha, NE 68130
69
Wealthminder
score

Tami Chavez (CRD# 5791165) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

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