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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

$505.8 M

Employees

981

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
Cheryl Bicknell
Cheryl Bicknell

Chief Operating Officer & Chief Strategy Officer

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Phone

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Jeff Foley
Jeff Foley

Senior VP, Operations Technology & Chief Technology Officer

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Phone

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Jeff Poe
Jeff Poe

Chief Financial Officer

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Phone

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Jadin Winberg
Jadin Winberg

President

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Kara Stoecklein
Kara Stoecklein

Chief Human Resources Officer

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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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Anne Dorian
Anne Dorian

General Counsel & Chief Compliance Officer

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Phone

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Natalie Oswald
Natalie Oswald

Controller

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Katrina Scott
Katrina Scott

Chief Investment Officer

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Gopal Rajput
Gopal Rajput

Chief Accounting Officer

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Jason McElwee
Jason McElwee

Managing Director, Corporate Development & Co-Founder

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Phone

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Robert DiQuollo
Robert DiQuollo

Senior Managing Director

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Phone

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Zachary Hayes
Zachary Hayes

Managing Director and Senior Wealth Advisor

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Phone

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Andrew McDowell
Andrew McDowell

Managing Director and Senior Wealth Advisor

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Phone

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Michael Rg
Michael Rg

Vice President, Private Investments Alternatives

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Phone

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Scott Schermerhorn
Scott Schermerhorn

Managing Director- Senior Wealth Advisor

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Phone

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Richard Rosenberg
Richard Rosenberg

Managing Director & Senior Wealth Advisor

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Phone

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Suzanne Wheeler
Suzanne Wheeler

Managing Director and Senior Wealth Advisor

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Phone

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Recently Updated Team Members

Name & TitleContact Info
Debbie Clark
Debbie Clark

Executive Assistant

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Phone

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Lane LaBelle
Lane LaBelle

Client Service Associate

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Phone

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Linda Enzweiler
Linda Enzweiler

Client Service Associate

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Phone

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Reed Meagher
Reed Meagher

Associate

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Phone

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Gustavo Polanco
Gustavo Polanco

Assistant Electrical Engineer

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Phone

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Anna Barton
Anna Barton

Director and Senior Wealth Advisor

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Phone

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Matthew Fisher
Matthew Fisher

Director. Senior Wealth Advisor

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Phone

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Erin Coates
Erin Coates

Client Service Associate

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Phone

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Ann Erskine
Ann Erskine

Vice President, Compliance

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Phone

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Andi Motter
Andi Motter

Client Service Associate

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Phone

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Kyle Neidhardt
Kyle Neidhardt

Director, Senior Wealth Advisor

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Michael O'Neill
Michael O'Neill

Senior Wealth Advisor

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John Powers
John Powers

Regional Managing Director

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Lisa Desmarais
Lisa Desmarais

Client Service Associate

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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)

Other Accounting and Finance Software

(9 Technologies)

Web Analytics

(5 Technologies)

Other IT Infrastructure Software

(5 Technologies)

Other Vertical Industries Software

(5 Technologies)

Mariner Wealth Advisors Email Formats

ParameterSample EmailPercentage

Mariner Wealth Advisors Top Competitors

CompanyEmployeesRevenueTop technologies
Mercer Advisors

Mercer Advisors

680$350.6 M
Rockefeller Capital Management

Rockefeller Capital Management

1,000$515.6 M
Carson

Carson

450$95.1 M
Wealth Enhancement Group

Wealth Enhancement Group

1,000$515.6 M
Opes Advisors

Opes Advisors

356$78.1 M

What is Mariner Wealth Advisors revenue?

Mariner Wealth Advisors revenue is $505.8 M

How many employees does Mariner Wealth Advisors have?

Mariner Wealth Advisors has 981 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, MarinerMariner Wealth Advisors Bank, Www Marinerwealthadvisors...See More