Mariner Wealth Advisors
Mariner Wealth Advisors (CRD# 140195) is a financial advisory firm headquartered in Overland Park, KS. They manage $34,961,178,869 in 64,968 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management34,961MILLION
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Total Number of Accounts64,968ACCOUNTS
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Average Account Value$538,129
- 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
Cory Allen (CRD# 5296974) is an Investment Advisor Representative working at Mariner Wealth Advisors in Manasquan, NJ and has over 13 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 Des Moines, IA and has over 13 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.
Vanessa Aravantinos (CRD# 6161824) is an Investment Advisor Representative working at Mariner Wealth Advisors in Oakbrook Terrace, IL and has over 7 years of experience in the finance industry.
Marguerite Armitage (CRD# 6549656) 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. 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.
Tomiko Arthur (CRD# 4192549) is an Investment Advisor Representative working at Mariner Wealth Advisors in Houston, TX and has over 3 years of experience in the finance industry.
Curtis Badart (CRD# 6435192) is an Investment Advisor Representative working at Mariner Wealth Advisors in Pittsburg, KS and has over 6 years of experience in the finance industry.
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.
Jared Barkmeier (CRD# 6573082) is an Investment Advisor Representative working at Mariner Wealth Advisors in Highlands Ranch, CO and has over 2 years of experience in the finance industry. Jared Barkmeier 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.
Barney Barnes (CRD# 2149108) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 29 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.
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.