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).
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Total Assets Under Management22,043MILLION
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Total Number of Accounts44,018ACCOUNTS
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Average Account Value$500,775
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.