Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 170703) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,846,763,458 in 7,786 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,847
    MILLION
  • Total Number of Accounts
    7,786
    ACCOUNTS
  • Average Account Value
    $365,626
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 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.

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, LA, MA, MN, MO, NC, NE, NV, NY, OH, OK, TN, TX, VA, WA

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Patricia A. Bever
CRD#: 3199004
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Patricia Bever (CRD# 3199004) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 18 years of experience in the finance industry.

2
Elizabeth Harding
CRD#: 4650052
4200 W. 115th St., Suite 100, Leawood, KS 66211
93
Wealthminder
score

Elizabeth Harding (CRD# 4650052) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 14 years of experience in the finance industry.

3
Marguerite L. Armitage
CRD#: 6549656
4200 W. 115th St., Suite 100, Leawood, KS 66211
92
Wealthminder
score

Marguerite Armitage (CRD# 6549656) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 2 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.

4
Joseph M. Coletta
CRD#: 6607076
4200 W. 115th St., Suite 100, Leawood, KS 66211
89
Wealthminder
score

Joseph Coletta (CRD# 6607076) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 2 years of experience in the finance industry.

5
Matthew R. Charles
CRD#: 6563569
4200 W. 115th St., Suite 100, Leawood, KS 66211
88
Wealthminder
score

Matthew Charles (CRD# 6563569) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has 1 year of experience in the finance industry.

6
Adam C. Hasty
CRD#: 6705706
4200 W. 115th St., Suite 100, Leawood, KS 66211
88
Wealthminder
score

Adam Hasty (CRD# 6705706) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has 1 year of experience in the finance industry.

7
Cole K. Foster
CRD#: 6155851
4200 W. 115th St., Suite 100, Leawood, KS 66211
87
Wealthminder
score

Cole Foster (CRD# 6155851) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has 1 year of experience in the finance industry.

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