MARINER WEALTH ADVISORS-OMAHA, LLC

MARINER WEALTH ADVISORS
OVERLAND PARK, Kansas·5 registered advisors·CRD# 109904
SEC# 801-60238913-904-5700
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 PlanningInvestment ManagementWealth Management
04

Advisors at MARINER WEALTH ADVISORS-OMAHA, LLC

5 registered advisors
C. David Bruce
OMAHA, Nebraska
Daniel Allen Tucker
OVERLAND PARK, Kansas
CFP
Gene Garrelts
OMAHA, Nebraska
Randal Ray Korth
OMAHA, Nebraska
Thomas Charles Denham
LEAWOOD, Kansas
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.