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MARINER WEALTH ADVISORS-OMAHA, LLC
MARINER WEALTH ADVISORS-OMAHA, LLC
MARINER WEALTH ADVISORS
OVERLAND PARK, Kansas
·
5 registered advisors
·
CRD# 109904
SEC# 801-60238
913-904-5700
01
Firm Overview
AUM
$416M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
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
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MARINER WEALTH ADVISORS-OMAHA, LLC
5 registered advisors
C. David Bruce
OMAHA, Nebraska
CRD# 4090768
Daniel Allen Tucker
OVERLAND PARK, Kansas
CFP
CRD# 2067027
Gene Garrelts
OMAHA, Nebraska
CRD# 4090788
Randal Ray Korth
OMAHA, Nebraska
CRD# 5745124
Thomas Charles Denham
LEAWOOD, Kansas
CRD# 1694890
05
Office Locations
OMAHA, Nebraska
3 advisors
LEAWOOD, Kansas
1 advisor
OVERLAND PARK, Kansas
1 advisor
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Data sourced from SEC Form ADV filings. MARINER WEALTH ADVISORS-OMAHA, LLC (CRD# 109904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.