Mariner Wealth Advisors

Mariner Wealth Advisors (CRD# 107355) is a financial advisory firm headquartered in Leawood, KS. They manage $2,245,657,072 in 1,806 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,246
    MILLION
  • Total Number of Accounts
    1,806
    ACCOUNTS
  • Average Account Value
    $1,243,442
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
  • Selection of other advisers (including private fund managers)
  • 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.

CA, CO, DC, FL, KS, MO, OK, TX

Financial Advisors at Mariner Wealth Advisors
Showing 1 - 10 of 18 top financial advisors.
1
Lindsey H. McCool
CRD#: 4696829
4200 West 115th Street, Suite 100, Leawood, KS 66211
96
Wealthminder
score

Lindsey McCool (CRD# 4696829) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, 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.

2
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.

3
James K. Cooper Iii
CRD#: 4831728
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
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.

4
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.

5
Ryan J. Graves
CRD#: 5074945
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Ryan Graves (CRD# 5074945) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 11 years of experience in the finance industry.

6
Valerie E. Kerr
CRD#: 5053897
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Valerie Kerr (CRD# 5053897) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 7 years of experience in the finance industry.

7
Adam J. Lodge
CRD#: 5664094
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

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

8
Bradley D. Rollins
CRD#: 5546873
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Bradley Rollins (CRD# 5546873) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 9 years of experience in the finance industry.

9
Jana L. Shoulders
CRD#: 2583742
4200 E. Skelly Drive, Suite 950, Tulsa, OK 74135
93
Wealthminder
score

Jana Shoulders (CRD# 2583742) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 22 years of experience in the finance industry.

10
Julie L. Skye
CRD#: 1513147
4200 West 115th Street, Suite 100, Leawood, KS 66211
93
Wealthminder
score

Julie Skye (CRD# 1513147) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 31 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.