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 230 top financial advisors.
1
Johnathan M. Aelmore
CRD#: 5169515
5555 San Felipe Street, Suite 200, Houston, TX 77056
96
Wealthminder
score

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
Barney E. Barnes
CRD#: 2149108
4200 W. 115th St., Suite 100, Leawood, KS 66211
96
Wealthminder
score

Barney Barnes (CRD# 2149108) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 27 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.

3
Anthony D. Bolstorff
CRD#: 5320846
118 4th Street East, Hastings, MN 55033
96
Wealthminder
score

Anthony Bolstorff (CRD# 5320846) is an Investment Advisor Representative working at Mariner Wealth Advisors in Hastings, MN and has over 11 years of experience in the finance industry. Anthony Bolstorff 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
Kirk M. Boster
CRD#: 4390875
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
96
Wealthminder
score

Kirk Boster (CRD# 4390875) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 11 years of experience in the finance industry. Kirk Boster 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
Megan M. Brozowski
CRD#: 4594416
One Giralda Farms, Suite 130, Madison, NJ 07940
96
Wealthminder
score

Megan Brozowski (CRD# 4594416) is an Investment Advisor Representative working at Mariner Wealth Advisors in Madison, NJ and has over 16 years of experience in the finance industry. Megan Brozowski 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.

6
Theodore J. Cardasis
CRD#: 5374649
3101 N. Federal Hwy, Suite 502, Fort Lauderdale, FL 33306
96
Wealthminder
score

Theodore Cardasis (CRD# 5374649) is an Investment Advisor Representative working at Mariner Wealth Advisors in Fort Lauderdale, FL and has over 7 years of experience in the finance industry. Theodore Cardasis 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
Paul J. Conforti
CRD#: 2155244
229 East Main Street, Manasquan, NJ 08736
96
Wealthminder
score

Paul Conforti (CRD# 2155244) is an Investment Advisor Representative working at Mariner Wealth Advisors in Manasquan, NJ and has over 19 years of experience in the finance industry. Paul Conforti 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
James K. Cooper Iii
CRD#: 4831728
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
96
Wealthminder
score

James Cooper Iii (CRD# 4831728) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 14 years of experience in the finance industry. James Cooper Iii 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.

9
Jason W. Craine
CRD#: 6007705
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
96
Wealthminder
score

Jason Craine (CRD# 6007705) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 7 years of experience in the finance industry. Jason Craine 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.

10
Rebecca M. Crandall
CRD#: 2695290
300 Tamal Plaza, Suite 175, Corte Madera, CA 94925
96
Wealthminder
score

Rebecca Crandall (CRD# 2695290) is an Investment Advisor Representative working at Mariner Wealth Advisors in Corte Madera, CA and has over 21 years of experience in the finance industry. Rebecca Crandall 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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