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MARINER WEALTH ADVISORS-CINCINNATI, LLC
MARINER WEALTH ADVISORS-CINCINNATI, LLC
MARINER WEALTH ADVISORS
CINCINNATI, Ohio
·
6 registered advisors
·
CRD# 165759
SEC# 801-77253
3
513-421-3100
01
Firm Overview
AUM
$2.8B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MARINER WEALTH ADVISORS-CINCINNATI, LLC
6 registered advisors
Anthony Roberts
CINCINNATI, Ohio
CRD# 5652644
John Jeffrey Krumpelman
CINCINNATI, Ohio
CRD# 4347878
Leon Henry Loewenstine
CINCINNATI, Ohio
CRD# 1839960
Pamela Fettig Schmitt
CINCINNATI, Ohio
CRD# 5688210
Ryan Lynn Brown
CINCINNATI, Ohio
CRD# 3214121
Valerie Lucille Newell
CINCINNATI, Ohio
CRD# 2229453
05
Office Locations
CINCINNATI, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. MARINER WEALTH ADVISORS-CINCINNATI, LLC (CRD# 165759) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.