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William Berkley Greiner

MARINER WEALTH ADVISORS, LLC·LEAWOOD, Kansas
Clean record22 years registeredMARINER WEALTH ADVISORS, LLC
4200 WEST 115TH STREET, LEAWOOD, KS 66211CRD# 716284Firm CRD# 140195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Berkley Greiner · LEAWOOD, KS
Registration
CRD #716284 · MARINER WEALTH ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Apr 2012 – present
TRUENORTH, INC.
Oct 2003 – Jul 2004
OVERLAND PARK, KS
02

Registrations & Exams

Registration record
First registered · October 7, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARINER, LLC
CRD 140195 · SEC 801-66632
AUM
$81.1B
Regulatory assets under management
Employees
1,498
132,567 client accounts
Services offered by MARINER, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MARINER, LLC →
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05

Frequently Asked Questions

What services does William Berkley Greiner offer?
William Berkley Greiner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are William Berkley Greiner's credentials?
William Berkley Greiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Berkley Greiner located?
William Berkley Greiner is based in LEAWOOD, Kansas, working with MARINER WEALTH ADVISORS, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does William Berkley Greiner charge for services?
William Berkley Greiner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARINER WEALTH ADVISORS, LLC?
MARINER WEALTH ADVISORS, LLC has approximately 1498 employees and manages $81.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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