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.
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.
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.
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.
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.
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.
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.
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.
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.
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.