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).
Total Assets Under Management907MILLION
Total Number of Accounts1,197ACCOUNTS
Average Account Value$757,336
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CT, DC, DE, FL, KS, LA, MA, NC, NE, NH, NJ, NY, PA, TX, VA, VT
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.