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Mariner Wealth Advisors

Company Name

Mariner Wealth Advisors

Main Industry

Venture Capital & Private Equity, Finance

Website

www.marinerwealthadvisors.com

Mariner Wealth Advisors Profile and History

At Mariner Wealth Advisors, we focus on providing 360-degree advice designed to last. We focus on one thingpartnering with clients to create a financial strategy for today and beyond thats flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they achieve their goalswere committed to being here for everything life brings their way. Weve built o ur 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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Contact Information

Headquarters

5700 W 112th St Ste 500, Overland Park, Kansas, 66211, United States

(913) 647-9700

Revenue

$827.5 M

Employees

1,605

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

Email

Phone

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Greg Shankle
Greg Shankle

Owner and President

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Phone

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Rachel Van Tuinen
Rachel Van Tuinen

Chief of Staff

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Kara Stoecklein
Kara Stoecklein

Chief Human Resources Officer

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Anne Dorian
Anne Dorian

General Counsel & Chief Compliance Officer

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Phone

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Katrina Scott
Katrina Scott

Chief Investment Officer

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Phone

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Gopal Rajput
Gopal Rajput

Chief Accounting Officer

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Katrina Radenberg
Katrina Radenberg

Chief Investment Officer

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Robert Woodard
Robert Woodard

Managing Director, Institutional Relationships

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Phone

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Patricia Kummer
Patricia Kummer

Managing Director

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Morgan Reynolds
Morgan Reynolds

Vice President, Program Management

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Phone

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Valerie Newell
Valerie Newell

Managing Director, Principal

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Phone

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John Klevens
John Klevens

Managing Director and Senior Wealth Advisor

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Phone

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Todd Hanslik
Todd Hanslik

Managing Director

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Phone

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Millie Brink
Millie Brink

Vice President, Advisor Recruitment

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Phone

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Darin Gartland
Darin Gartland

Managing Director

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Phone

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Amanda Mahoney
Amanda Mahoney

Vice President, Accounting

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Phone

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Michael Jeanfreau
Michael Jeanfreau

Managing Director

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Robert Thomas
Robert Thomas

Managing Director

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Phone

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Robert Domsch
Robert Domsch

Regional Managing Director

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Recently Updated Team Members

Name & TitleContact Info
Chris Birdsong
Chris Birdsong

Senior Network Engineer

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Phone

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Alexa Falcone
Alexa Falcone

Lead Product Designer

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Phone

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Edward Meier
Edward Meier

Senior Portfolio Manager

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Phone

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Ginger Espigh
Ginger Espigh

Senior Client Service Associate

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Phone

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Derrick Madole
Derrick Madole

Operations Manager, Tax

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Phone

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Michael O'Neill
Michael O'Neill

Senior Wealth Advisor

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Phone

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Patrick Housen
Patrick Housen

Regional Managing Director

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Phone

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Thomas Moher
Thomas Moher

Senior Wealth Advisor

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Phone

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Jacob Peacock
Jacob Peacock

Director, Institutional Advisory Services

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Phone

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Amy Ackerson
Amy Ackerson

Culture & Experience Vice President, Human Resources

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Phone

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Cynthia Bozik
Cynthia Bozik

Managing Director, National, Trust Services

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Phone

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Christine Wentzler
Christine Wentzler

Senior Wealth Advisor

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Phone

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Debra Sherman
Debra Sherman

Senior Wealth Advisor

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Scott Guetz
Scott Guetz

Senior Wealth Advisor

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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

(11 Technologies)

Web Analytics

(6 Technologies)

Other Accounting and Finance Software

(5 Technologies)

Other IT Infrastructure Software

(5 Technologies)

Operating Systems

(5 Technologies)

Mariner Wealth Advisors Email Formats

ParameterSample EmailPercentage

Mariner Wealth Advisors Top Competitors

CompanyEmployeesRevenueTop technologies
Mercer Global Advisors Inc

Mercer Global Advisors Inc

680$350.6 M
Rockefeller Capital Management

Rockefeller Capital Management

1,000$515.6 M
Wealth Enhancement Group Inc

Wealth Enhancement Group Inc

1,000$515.6 M
St James's Place PLC

St James's Place PLC

2,770$12.4 B
Creative Planning Inc

Creative Planning Inc

1,500$576.4 M

What is Mariner Wealth Advisors revenue?

Mariner Wealth Advisors revenue is $827.5 M

How many employees does Mariner Wealth Advisors have?

Mariner Wealth Advisors has 1,605 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

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 Wealth Advisors BankWww Marinerwealthadvisors, Snow Creek Wealth Management...See More