Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $22,043,093,873 in 44,018 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    22,043
    MILLION
  • Total Number of Accounts
    44,018
    ACCOUNTS
  • Average Account Value
    $500,775
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 10 of 246 top financial advisors.
1
Johnathan M. Aelmore
CRD#: 5169515
Houston, TX 77057

Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Mariner Wealth Advisors in Houston, TX and has over 11 years of experience in the finance industry. Johnathan Aelmore 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
Cory M. Allen
CRD#: 5296974
New York, NY 10036

Cory Allen (CRD# 5296974) is an Investment Advisor Representative working at Mariner Wealth Advisors in New York, NY and has over 12 years of experience in the finance industry. Cory Allen 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
Marguerite L. Armitage
CRD#: 6549656
Overland Park, KS 66211

Marguerite Armitage (CRD# 6549656) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 3 years of experience in the finance industry. Marguerite Armitage 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
Christopher D. Badaracco
CRD#: 7076172
New York, NY 10036

Christopher Badaracco (CRD# 7076172) is an Investment Advisor Representative working at Mariner Wealth Advisors in New York, NY and has 1 year of experience in the finance industry. Christopher Badaracco 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
Curtis J. Badart
CRD#: 6435192
Pittsburg, KS 66762

Curtis Badart (CRD# 6435192) is an Investment Advisor Representative working at Mariner Wealth Advisors in Pittsburg, KS and has over 4 years of experience in the finance industry.

6
Tyler S. Baker
CRD#: 6785009
Houston, TX 77057

Tyler Baker (CRD# 6785009) is an Investment Advisor Representative working at Mariner Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry. Tyler Baker 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
Barney E. Barnes
CRD#: 2149108
Overland Park, KS 66211

Barney Barnes (CRD# 2149108) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 28 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.

8
Ronald B. Beyer
CRD#: 6320186
State College, PA 16803

Ronald Beyer (CRD# 6320186) is an Investment Advisor Representative working at Mariner Wealth Advisors in State College, PA and has 1 year of experience in the finance industry.

9
Martin C. Bicknell
CRD#: 2007121
Overland Park, KS 66211

Martin Bicknell (CRD# 2007121) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 27 years of experience in the finance industry.

10
Jeffrey D. Bittner
CRD#: 4654005
Novi, MI 48375

Jeffrey Bittner (CRD# 4654005) is an Investment Advisor Representative working at Mariner Wealth Advisors in Novi, MI and has over 16 years of experience in the finance industry. Jeffrey Bittner 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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