Mariner Wealth Advisors, LLC

Mariner Wealth Advisors, LLC (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $896,121,943 in 2,881 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    896
    MILLION
  • Total Number of Accounts
    2,881
    ACCOUNTS
  • Average Account Value
    $311,045
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 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
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.

AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI

Financial Advisors at Mariner Wealth Advisors, LLC
Showing 1 - 10 of 109 top financial advisors.
1
Barney E. Barnes
CRD#: 2149108
4200 W. 115th St., Suite 100, Leawood, KS 66211
96
Wealthminder
score

Barney Barnes (CRD# 2149108) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Leawood, KS and has over 26 years of experience in the finance industry. Barney Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kirk M. Boster
CRD#: 4390875
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
96
Wealthminder
score

Kirk Boster (CRD# 4390875) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Overland Park, KS and has over 10 years of experience in the finance industry. Kirk Boster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Megan M. Brozowski
CRD#: 4594416
One Giralda Farms, Suite 130, Madison, NJ 07940
96
Wealthminder
score

Megan Brozowski (CRD# 4594416) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Madison, NJ and has over 15 years of experience in the finance industry. Megan Brozowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Theodore J. Cardasis
CRD#: 5374649
3101 N. Federal Hwy, Suite 502, Fort Lauderdale, FL 33306
96
Wealthminder
score

Theodore Cardasis (CRD# 5374649) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Fort Lauderdale, FL and has over 6 years of experience in the finance industry. Theodore Cardasis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jason W. Craine
CRD#: 6007705
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
96
Wealthminder
score

Jason Craine (CRD# 6007705) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Overland Park, KS and has over 6 years of experience in the finance industry. Jason Craine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Janet L. Critchley
CRD#: 2646684
One Giralda Farms, Suite 130, Madison, NJ 07940
96
Wealthminder
score

Janet Critchley (CRD# 2646684) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Madison, NJ and has over 22 years of experience in the finance industry. Janet Critchley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Matthew S. Diquollo
CRD#: 4247807
One Giralda Farms, Suite 130, Madison, NJ 07940
96
Wealthminder
score

Matthew Diquollo (CRD# 4247807) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Madison, NJ and has over 17 years of experience in the finance industry. Matthew Diquollo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Stephen C. Dolan
CRD#: 2580901
1401 South Brentwood Blvd., Suite 375, Saint Louis, MO 63144
96
Wealthminder
score

Stephen Dolan (CRD# 2580901) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry. Stephen Dolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Keith G. Dowling
CRD#: 4861747
One Giralda Farms, Suire 130, Madison, NJ 07940
96
Wealthminder
score

Keith Dowling (CRD# 4861747) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Madison, NJ and has over 9 years of experience in the finance industry. Keith Dowling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
George A. Fernandez
CRD#: 4201314
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
96
Wealthminder
score

George Fernandez (CRD# 4201314) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Overland Park, KS and has over 17 years of experience in the finance industry. George Fernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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