Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 165972) is a financial advisory firm headquartered in Overland Park, KS. They manage $906,531,038 in 1,197 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    907
    MILLION
  • Total Number of Accounts
    1,197
    ACCOUNTS
  • Average Account Value
    $757,336
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, CT, DC, DE, FL, KS, LA, MA, NC, NE, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Marisa L. Mozer
CRD#: 6156535
One Giralda Farms, Suite 130, Madison, NJ 07940
90
Wealthminder
score

Marisa Mozer (CRD# 6156535) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has 1 year of experience in the finance industry. Marisa Mozer 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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