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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

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 & TitleContact Info
Jeff Poe
Jeff Poe

Chief Financial Officer

❅❅❅❅@mariner-holdings.com

(913) ❅❅❅-❅❅❅❅

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Kara Stoecklein
Kara Stoecklein

Senior VP, Human Resources

❅❅❅❅@mariner-holdings.com

(816) ❅❅❅-❅❅❅❅

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Colleen Betzler
Colleen Betzler

Principal, Chief Operating Officer and Senior Financial Advisor

❅❅❅❅@marinerwealthadvisors.com

(732) ❅❅❅-❅❅❅❅

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Cheryl Bicknell
Cheryl Bicknell

Chief Operating Officer & Chief Strategy Officer

❅❅❅❅@marinerwealth.com

(816) ❅❅❅-❅❅❅❅

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Anne Dorian
Anne Dorian

Senior Vice President and General Counsel

❅❅❅❅@mariner-holdings.com

(816) ❅❅❅-❅❅❅❅

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Katrina Radenberg
Katrina Radenberg

Chief Investment Officer

❅❅❅❅@marinerwealth.com

(913) ❅❅❅-❅❅❅❅

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Cheryl Vohland
Cheryl Vohland

Chief Compliance Officer

❅❅❅❅@marinerwealthadvisors.com

(816) ❅❅❅-❅❅❅❅

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Jeff Krumpelman
Jeff Krumpelman

Investment Chief & Head of Equities Strategist

❅❅❅❅@marinerwealthadvisors.com

(513) ❅❅❅-❅❅❅❅

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Katrina Scott
Katrina Scott

Chief Investment Officer

❅❅❅❅@mariner-holdings.com

(913) ❅❅❅-❅❅❅❅

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Michelle Grillone
Michelle Grillone

Chief Compliance Officer, Co & Director, Operations

❅❅❅❅@marinerwealthadvisors.com

(305) ❅❅❅-❅❅❅❅

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Matthew DiQuollo
Matthew DiQuollo

Regional VP

❅❅❅❅@marinerwealthadvisors.com

(908) ❅❅❅-❅❅❅❅

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Anne Pleviak
Anne Pleviak

Senior VP, Regulatory Compliance

❅❅❅❅@mariner-holdings.com

(816) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Joyce Skaperdas
Joyce Skaperdas

Manager, Wealth

❅❅❅❅@marinerwealthadvisors.com

(617) ❅❅❅-❅❅❅❅

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Lindsey Serrano
Lindsey Serrano

Senior Wealth Consultant

❅❅❅❅@marinerwealthadvisors.com

(816) ❅❅❅-❅❅❅❅

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Carl Watkins
Carl Watkins

Director, Senior Wealth Advisor

❅❅❅❅@marinerwealthadvisors.com

(941) ❅❅❅-❅❅❅❅

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Grace Taylor
Grace Taylor

Administrative Assistant

❅❅❅❅@marinerwealthadvisors.com

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Robert DiQuollo
Robert DiQuollo

Senior Managing Director

❅❅❅❅@marinerwealthadvisors.com

(201) ❅❅❅-❅❅❅❅

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Michael Rg
Michael Rg

Vice President, Private Investments Alternatives

❅❅❅❅@mariner-holdings.com

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Janice Murray
Janice Murray

Senior Client Service Associate

❅❅❅❅@marinerwealthadvisors.com

(918) ❅❅❅-❅❅❅❅

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Russ Cepa
Russ Cepa

Senior MS Mpas Cfp Aep Wealth Advisor

❅❅❅❅@mariner-holdings.com

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Han Wang
Han Wang

Tax Assistant

❅❅❅❅@marinerwealth.com

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Kristen Roder
Kristen Roder

Operations Associate

(816) ❅❅❅-❅❅❅❅

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Matt Luster
Matt Luster

Manager, System Engineering

❅❅❅❅@mariner-holdings.com

(816) ❅❅❅-❅❅❅❅

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Brent Hochman
Brent Hochman

Director, Information Systems

❅❅❅❅@mariner-holdings.com

(785) ❅❅❅-❅❅❅❅

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Morgan Seale
Morgan Seale

Associate Wealth Advisor

❅❅❅❅@marinerwealthadvisors.com

(832) ❅❅❅-❅❅❅❅

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Nolan Kamerer
Nolan Kamerer

Senior Portfolio Manager

❅❅❅❅@marinerwealthadvisors.com

(513) ❅❅❅-❅❅❅❅

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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

ParameterSample EmailPercentage

Mariner Wealth Advisors Top Competitors

CompanyEmployeesRevenueTop technologies
Rockefeller

Rockefeller

493$254.2 M
CWM

CWM

309$143.1 M
Wealth Management

Wealth Management

1,680$361.6 M
Wealth Enhancement Group

Wealth Enhancement Group

250$116.5 M
Aldrich Wealth

Aldrich Wealth

370$52.1 M

What is Mariner Wealth Advisors revenue?

Mariner Wealth Advisors revenue is $3.9 B

How many employees does Mariner Wealth Advisors have?

Mariner Wealth Advisors has 325 employees

Where is Mariner Wealth Advisors headquarters located?

Mariner Wealth Advisors headquarters are located in 5700 W 112TH St, Ste 500, Overland Park, Kansas, 66211, United States

What are Mariner Wealth Advisors’s primary industries?

Mariner Wealth Advisors’s main industries are: Finance, Venture Capital & Private Equity

Who is Mariner Wealth Advisors’s CEO?

Mariner Wealth Advisors’s CEO is Marty Bicknell

What are some additional names or alternative spellings that users use while searching for Mariner Wealth Advisors?

Mariner Wealth Advisors appears in search results as Mariner Wealth Advisors LLC, Mariner Wealth Advisors, Mariner HoldingsMariner Wealth Advisors-NYC, LLC, Mariner Holdings LLC...See More