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).

By the Numbers
  • Total Assets Under Management
    55,433
    MILLION
  • Total Number of Accounts
    90,027
    ACCOUNTS
  • Average Account Value
    $615,734
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 483 top financial advisors.
1
Eric K. Adler
CRD#: 2113992
207 Ne 19th Street, Suite 302, Mcminnville, OR 97128

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.

2
Kenneth A. Ajello
CRD#: 6660754
400 Northridge Road, Ste. 425, Atlanta, GA 30350

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.

3
Cory M. Allen
CRD#: 5296974
229 East Main St, Manasquan, NJ 08736

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.

4
Robert D. Anderson
CRD#: 5340479
1045 76th Street, Suite 1000, West Des Moines, IA 50266

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.

5
Marguerite L. Armitage
CRD#: 6549656
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

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.

6
Niharika Awasthi
CRD#: 6551430
One Giralda Farms, Suite 130, Madison, NJ 07940

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.

7
Joseph A. Azzopardi
CRD#: 5237132
5000 Birch Street, West Tower, #367, Newport Beach, CA 92660

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.

8
Curtis J. Badart
CRD#: 6435192
209 E. 29th St, Suite A, Pittsburg, KS 66762

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.

9
Logan S. Baldner
CRD#: 5840883
5700 W. 112th Street, Suite 500, Overland Park, KS 66211

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.

10
James E. Ballor
CRD#: 2132716
Two Mid America Plaza, Suite 530, Oakbrook Terrace, IL 60181

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.

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