Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 107355) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,179,481,570 in 1,861 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,179
    MILLION
  • Total Number of Accounts
    1,861
    ACCOUNTS
  • Average Account Value
    $1,171,135
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
  • 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, CA, CO, DC, FL, KS, MO, NM, OK, TX

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 10 of 22 top financial advisors.
1
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 13 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.

2
Lindsey H. McCool
CRD#: 4696829
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
96
Wealthminder
score

Lindsey McCool (CRD# 4696829) 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. Lindsey McCool 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
Steven L. Replogle
CRD#: 3178492
5708 Nw 135th Street, Suite C, Oklahoma City, OK 73142
96
Wealthminder
score

Steven Replogle (CRD# 3178492) is an Investment Advisor Representative working at Mariner Wealth Advisors in Oklahoma City, OK and has over 17 years of experience in the finance industry.

4
Suzanne C. Wheeler
CRD#: 2978734
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
96
Wealthminder
score

Suzanne Wheeler (CRD# 2978734) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 18 years of experience in the finance industry. Suzanne Wheeler 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
Jeffrey A. Couch
CRD#: 5152157
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Jeffrey Couch (CRD# 5152157) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 11 years of experience in the finance industry.

6
Brianna L. Ghosn
CRD#: 6216803
4200 E. Skelly Dr., Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Brianna Ghosn (CRD# 6216803) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 4 years of experience in the finance industry. Brianna Ghosn 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
Ryan J. Graves
CRD#: 5074945
5700 W. 112th Street, Suite 500, Overland Park, KS 66211
93
Wealthminder
score

Ryan Graves (CRD# 5074945) is an Investment Advisor Representative working at Mariner Wealth Advisors in Overland Park, KS and has over 12 years of experience in the finance industry.

8
Natalie L. Haggard
CRD#: 5962256
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Natalie Haggard (CRD# 5962256) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 6 years of experience in the finance industry.

9
Nicholas Harroz
CRD#: 5633981
5708 N.w. 135th St., Suite C, Oklahoma City, OK 73142
93
Wealthminder
score

Nicholas Harroz (CRD# 5633981) is an Investment Advisor Representative working at Mariner Wealth Advisors in Oklahoma City, OK and has over 9 years of experience in the finance industry.

10
Adam J. Lodge
CRD#: 5664094
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Adam Lodge (CRD# 5664094) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 8 years of experience in the finance industry.

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