Mariner Wealth Advisors
Mariner Wealth Advisors (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $55,432,642,278 in 90,027 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management55,433MILLION
-
Total Number of Accounts90,027ACCOUNTS
-
Average Account Value$615,734
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Eric Adler (CRD# 2113992) is an Investment Advisor Representative working at Mariner Wealth Advisors in Mcminnville, OR and has over 19 years of experience in the finance industry.
Kenneth Ajello (CRD# 6660754) is an Investment Advisor Representative working at Mariner Wealth Advisors in Atlanta, GA and has over 3 years of experience in the finance industry. Kenneth Ajello 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.
Cory Allen (CRD# 5296974) is an Investment Advisor Representative working at Mariner Wealth Advisors in Manasquan, NJ and has over 15 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.
Robert Anderson (CRD# 5340479) is an Investment Advisor Representative working at Mariner Wealth Advisors in West Des Moines, IA and has over 15 years of experience in the finance industry. Robert Anderson 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.
Marguerite Armitage (CRD# 6549656) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 6 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.
Niharika Awasthi (CRD# 6551430) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 6 years of experience in the finance industry. Niharika Awasthi 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.
Joseph Azzopardi (CRD# 5237132) is an Investment Advisor Representative working at Mariner Wealth Advisors in Newport Beach, CA and has over 13 years of experience in the finance industry. Joseph Azzopardi 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.
Curtis Badart (CRD# 6435192) is an Investment Advisor Representative working at Mariner Wealth Advisors in Pittsburg, KS and has over 7 years of experience in the finance industry.
Logan Baldner (CRD# 5840883) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 5 years of experience in the finance industry.
James Ballor (CRD# 2132716) is an Investment Advisor Representative working at Mariner Wealth Advisors in Oakbrook Terrace, IL and has over 31 years of experience in the finance industry.