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MARINER WEALTH ADVISORS-MADISON, LLC
MARINER WEALTH ADVISORS-MADISON, LLC
MARINER WEALTH ADVISORS
OVERLAND PARK, Kansas
·
2 registered advisors
·
CRD# 165972
SEC# 801-77358
3
913-904-5700
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MARINER WEALTH ADVISORS-MADISON, LLC
2 registered advisors
Karen Leigh Sandnes
OVERLAND PARK, Kansas
CRD# 4883814
Robert John Diquollo
OVERLAND PARK, Kansas
CRD# 4331182
05
Office Locations
OVERLAND PARK, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. MARINER WEALTH ADVISORS-MADISON, LLC (CRD# 165972) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.