MARINER WEALTH ADVISORS-OKLAHOMA, LLC

MARINER WEALTH ADVISORS
OVERLAND PARK, Kansas·4 registered advisors·CRD# 107355
SEC# 801-519883913-904-5700
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
28
Total firm employees
Advisors
4
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
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARINER WEALTH ADVISORS-OKLAHOMA, LLC

4 registered advisors
James Knight Cooper Iii
OVERLAND PARK, Kansas
Jana Lee Shoulders
OVERLAND PARK, Kansas
Jeffrey Alan Couch
OVERLAND PARK, Kansas
Suzanne Christine Wheeler
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
4 advisors

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Data sourced from SEC Form ADV filings. MARINER WEALTH ADVISORS-OKLAHOMA, LLC (CRD# 107355) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.