Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 109904) is a financial advisory firm headquartered in Leawood, KS. They manage $421,788,658 in 1,109 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    1,109
    ACCOUNTS
  • Average Account Value
    $380,332
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)
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.

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
Travis J. Portwood
CRD#: 3132716
16924 Frances St, Suite 200, Omaha, NE 68130
96
Wealthminder
score

Travis Portwood (CRD# 3132716) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 18 years of experience in the finance industry. Travis Portwood 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 26 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 16 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 16 years of experience in the finance industry.

5
Randal R. Korth
CRD#: 5745124
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Randal Korth (CRD# 5745124) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 7 years of experience in the finance industry.

6
Kevin Thompson
CRD#: 5941426
16924 Frances St, Suite 200, Omaha, NE 68130
93
Wealthminder
score

Kevin Thompson (CRD# 5941426) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has over 5 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.

7
Pamela J. Korth
CRD#: 6558703
16924 Frances St., Suite 200, Omaha, NE 68130
87
Wealthminder
score

Pamela Korth (CRD# 6558703) is an Investment Advisor Representative working at Mariner Wealth Advisors in Omaha, NE and has 1 year of experience in the finance industry.

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 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.