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Mariner Wealth Advisors
Company Name
Mariner Wealth Advisors
Main Industry
Venture Capital & Private Equity, Finance
Website
www.marinerwealthadvisors.com
Contact Information
Headquarters
5700 W 112TH St, Ste 500, Overland Park, Kansas, 66211, United States
(913) 647-9700
Cincinnati, Ohio Office
312 Walnut St, Ste 2300, Cincinnati, Ohio, 45202, United States
(513) 421-3100
Houston, Texas Office
1800 Bering Dr, Ste 250, Houston, Texas, 77057, United States
(713) 344-9300
Mariner Wealth Advisors Profile and History
At Mariner Wealth Advisors, we focus on providing 360-degree advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they achieve their goals—we’re committed to being here for everything life brings their way. We’ve bu ilt our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives.
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Mariner Wealth Advisors LLC
Mariner Wealth Advisors
Mariner Holdings
Mariner Wealth Advisors-NYC, LLC
Mariner Holdings LLC
Revenue
$3.9 B
Employees
325
Founded
2006
Primary Industries
Funding History
Mariner Wealth Advisors raised a total of $75 M in funding over 1 rounds.
Mariner Wealth Advisors Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Jeff Poe Chief Financial Officer | |
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 Kara Stoecklein Senior VP, Human Resources | |
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 Colleen Betzler Principal, Chief Operating Officer and Senior Financial Advisor | |
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 Cheryl Bicknell Chief Operating Officer & Chief Strategy Officer | |
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Anne Dorian Senior Vice President and General Counsel | |
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 Katrina Radenberg Chief Investment Officer | |
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 Cheryl Vohland Chief Compliance Officer | |
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 Jeff Krumpelman Investment Chief & Head of Equities Strategist | |
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Katrina Scott Chief Investment Officer | |
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Michelle Grillone Chief Compliance Officer, Co & Director, Operations | |
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 Matthew DiQuollo Regional VP | |
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Anne Pleviak Senior VP, Regulatory Compliance | |
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Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Joyce Skaperdas Manager, Wealth | |
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Lindsey Serrano Senior Wealth Consultant | |
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Carl Watkins Director, Senior Wealth Advisor | |
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Grace Taylor Administrative Assistant | |
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Robert DiQuollo Senior Managing Director | |
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Michael Rg Vice President, Private Investments Alternatives | |
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Janice Murray Senior Client Service Associate | |
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Russ Cepa Senior MS Mpas Cfp Aep Wealth Advisor | |
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Han Wang Tax Assistant | |
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Kristen Roder Operations Associate | |
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Matt Luster Manager, System Engineering | |
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Brent Hochman Director, Information Systems | |
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Morgan Seale Associate Wealth Advisor | |
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Nolan Kamerer Senior Portfolio Manager | |
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Top Mariner Wealth Advisors Integrations and Technologies
Here's a list of some of the top trending technologies and APIs used by Mariner Wealth Advisors.
Programming Languages
(10 Technologies)
Other Communication and Collaboration Software
(5 Technologies)
Web Analytics
(4 Technologies)
Other Accounting and Finance Software
(4 Technologies)
Operating Systems
(4 Technologies)
Mariner Wealth Advisors Email Formats
Mariner Wealth Advisors Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 Rockefeller | 493 | $254.2 M | |
 CWM | 309 | $143.1 M | |
 Wealth Management | 1,680 | $361.6 M | |
 Wealth Enhancement Group | 250 | $116.5 M | |
 Aldrich Wealth | 370 | $52.1 M |
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