Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 109904) is a financial advisory firm headquartered in Overland Park, KS. They manage $416,156,557 in 993 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    993
    ACCOUNTS
  • Average Account Value
    $419,090
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, DC, FL, IA, IL, KS, MN, MO, NE, NM, TX

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Kevin Thompson
CRD#: 5941426
16924 Frances St, Suite 200, Omaha, NE 68130
96
Wealthminder
score

Kevin Thompson (CRD# 5941426) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 6 years of experience in the finance industry. Kevin Thompson 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
Daniel A. Tucker
CRD#: 2067027
16924 Frances Street, Omaha, NE 68130
96
Wealthminder
score

Daniel Tucker (CRD# 2067027) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 27 years of experience in the finance industry. Daniel Tucker 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
C. D. Bruce
CRD#: 4090768
16924 Frances Street, Omaha, NE 68130
93
Wealthminder
score

C. Bruce (CRD# 4090768) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 18 years of experience in the finance industry.

4
Gene Garrelts
CRD#: 4090788
16924 Frances Street, Omaha, NE 68130
93
Wealthminder
score

Gene Garrelts (CRD# 4090788) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 18 years of experience in the finance industry.

5
Edward J. Meekins
CRD#: 3255988
16924 Frances Street, Suite 200, Omaha, NE 68130
93
Wealthminder
score

Edward Meekins (CRD# 3255988) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 18 years of experience in the finance industry.

6
James P. Siemonsma
CRD#: 2172228
16924 Frances Street, Suite 200, Omaha, NE 68130
93
Wealthminder
score

James Siemonsma (CRD# 2172228) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 18 years of experience in the finance industry.

7
Kathleen M. Waterman
CRD#: 4699752
16924 Frances St., Suite 200, Omaha, NE 68130
90
Wealthminder
score

Kathleen Waterman (CRD# 4699752) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has 1 year of experience in the finance industry. Kathleen Waterman 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
Thomas C. Denham
CRD#: 1694890
16924 Frances Street, Omaha, NE 68130
83
Wealthminder
score

Thomas Denham (CRD# 1694890) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 30 years of experience in the finance industry.

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