Verified
Mariner Wealth Advisors
Venture Capital & Private Equity
Founded: Not Available
Headquarters: 5700 W 112th St Ste 500, Overland Park, Kansas, 66211, United States
Overview
Location
Kansas, United States
Headquarter
5700 W 112th St Ste 500, Overland Park, Kansas, 66211, United States
Contact Number
(913) 647-9700
No of Employees
882 Employees
Industry
Venture Capital & Private Equity
Contact Email
Not Available
Company Type
Private Company
Founded
Not Available
CEO
Marty Bicknell
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
$505.8 Million
Total Funding
$75M
Recent Funding Amount
$75M
No of Funding Rounds
1
Company Overview
At Mariner Wealth Advisors, we focus on providing 360-degree advice designed to last. We focus on one thingpartnering with clients to create a financial strategy for today and beyond thats flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they achieve their goalswere committed to being here for everything life brings their way. Weve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance all under one roof. We believe this integrated approach to wealth management helps simplify our clients lives.
Employees by Level
C-Level
28
VP-Level
36
Director
191
Manager
193
Non-Manager
1078
Top Contacts
1223
Top C-suite Members of Company
Connect with key decision-makers at Mariner Wealth Advisors. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Marty Bicknell | Chief Executive Officer & President | m****[email protected] | |
| Jeff Poe | Chief Financial Officer | j****[email protected] | |
| Jeff Foley | Senior VP, Operations Amp Technology & Chief | j****[email protected] | |
| Jadin Winberg | President | j****[email protected] | |
| Greg Shankle | Owner and President | g****[email protected] | |
| Rachel Van Tuinen | Chief of Staff | r****[email protected] | |
| Katrina Radenberg | Chief Investment Officer | k****[email protected] | |
| Gopal Rajput | Chief Accounting Officer | g****[email protected] | |
| Natalie Oswald | Controller | n****[email protected] | |
| Ashley Gaskins | Strategy & Transformation Vice President, Ent | a****[email protected] | |
| Greg Shankle | Owner and President | g****[email protected] | |
| Michelle Grillone | Managing Director | m****[email protected] | |
| Gopal Rajput | Chief Accounting Officer | g****[email protected] | |
| Natalie Oswald | Controller | n****[email protected] | |
| Bill Hazelton | Managing Director, National, Field Strategy & | b****[email protected] |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Brad Rollins | Director, Portfolio Implementation | ******2446 | [email protected] | |
Rachel Van Fleet | Tax Associate | *******7754 | [email protected] | |
Ethan Hutcheson Aams | Business Development | ******9700 | [email protected] | |
Jeremy Welther | Partner | ******3352 | [email protected] | |
Jeff Krumpelman | Chief Investment Strategist, Head Of Equities | ******3100 | [email protected] | |
Mitch Carnes | Associate Wealth Advisor | ******8258 | [email protected] | |
Rosario Ruffino | Managing Partner | *******9700 | [email protected] | |
Zack Skinner | Wealth Advisor | ******9700 | [email protected] | |
Beth Toomey | Family Office Associate | *******9700 | [email protected] | |
Megan Tanney | Wealth Advisor | ******9700 | [email protected] | |
Jeff Poe | Chief Financial Officer | ******6494 | [email protected] | |
Gwyn Felder | Senior Wealth Consultant At Mariner Wealth Advisors | *******9700 | [email protected] | |
Katie Fitzgerald | Partner And Senior Wealth Consultant | ******8990 | [email protected] | |
Carlie Hilgers | Administrative Assistant | ******9333 | [email protected] | |
Brady Ryan | Client Service Associate | ******6578 | [email protected] | |
Mirlinda Skara | Financial Planning Associate | *******9700 | [email protected] | |
Janet Critchley | Associate Wealth Advisor | ******1678 | [email protected] | |
Ryan Brady | Police Officer | ******9333 | [email protected] | |
Leon Loewenstine | Principal | ******3100 | [email protected] | |
David Goldberg | Director And Senior Wealth Advisor | ******1801 | [email protected] | |
Dan Borchard | Wealth Advisor | ******9277 | [email protected] | |
Faith Xenos | Managing Director And Senior Wealth Advisor | *******0060 | [email protected] | |
Marie Osterhaus | Operations Analyst | ******8170 | [email protected] | |
Justin Stolberg | Senior Manager Help Desk | ******9333 | [email protected] | |
Jeff Foley | Senior Vice President Operations And Technology And Chief Technology Officer | *******9700 | [email protected] | |
Lindsey Mccool | Senior Wealth Advisor | ******9700 | [email protected] | |
Brad Rollins | Investment Research | ******9700 | [email protected] | |
Kevin Corbett | Senior Vice President | ******2900 | [email protected] | |
Colleen Betzler | Partner And Senior Wealth Advisor At Mariner Wealth Advisors | *******3352 | [email protected] | |
Molly Hildreth | Marketing Associate, Social Media | ******3798 | [email protected] | |
Galina Atencio | Tax Manager | ******1170 | [email protected] | |
Michael Kelsey | Accounting Services | ******1384 | [email protected] | |
Mary Rawe | Office And Finance Manager | *******3100 | [email protected] | |
Alana Scott | Wealth Advisor | *******9700 | [email protected] | |
Cima® Kelly Correll | Wealth Advisor | ******0798 | [email protected] | |
Reed Davis | Senior Wealth Advisor | ******8981 | [email protected] | |
Kayla Guyot | Client Service Associate | *******9664 | [email protected] | |
Mark Vlasic | Wealth Advisor | ******9700 | [email protected] | |
Brandon Phillips | Senior Wealth Advisor | *******7418 | [email protected] | |
Natalie Haggard | Senior Wealth Advisor | *******9700 | [email protected] | |
Jenika Cook | Wealth Advisor Family Office Services | *******9700 | [email protected] | |
Diana Youngdahl | Senior Relationship Manager | ******7060 | [email protected] | |
Jennifer Geis | Tax | ******9700 | [email protected] | |
Joshua Owens | Marketing Manager | *******9700 | [email protected] | |
William Traylor | Wealth Advisor | *******9019 | [email protected] | |
Megan Deines | Project Manager | *******7611 | [email protected] | |
Kyle Wilckens | Graphic Designer | *******6542 | [email protected] | |
Jeff Maher | Senior Wealth Advisor At Mariner Wealth Advisors | *******9700 | [email protected] | |
Melissa Archuleta | Operations | ******9700 | [email protected] | |
Jennifer Becker | Senior Wealth Consultant | ******7668 | [email protected] | |
Sherri Hazell | Wealth | ******9738 | [email protected] | |
Eduardo Ramirez | Associate Wealth Advisor | ******8582 | [email protected] | |
Trey Barnes | Managing Partner And Senior Wealth Advisor, Cfp | ******0391 | [email protected] | |
Dee Houser | Para-professional | *******9700 | [email protected] | |
Andreas Scott | Senior Wealth Advisor | ******0048 | [email protected] | |
Brett Kunshek | Head Of Options | ******3801 | [email protected] | |
Jacob Jones | Associate Wealth Advisor | *******5572 | [email protected] | |
Ceft™ Suzanne Wheeler | Partner And Senior Wealth Advisor At Mariner Wealth Advisors | ******2446 | [email protected] | |
William Mass | Financial Planning | ******9700 | [email protected] | |
Matt Rice | Senior Wealth Advisor | *******4649 | [email protected] | |
Rachel Kowalczyk | Wealth Advisor | *******9700 | [email protected] | |
Christopher Cook | Senior Vice President - Information Technology | ******2801 | [email protected] | |
Dana Weinstein | Director And Senior Wealth Advisor | ******1550 | [email protected] | |
Julie Skye | Wealth Advisor | *******7981 | [email protected] | |
Thomas Denham | Partner Mariner Wealth Advisors Omaha | ******9700 | [email protected] | |
Brodie Hinkle | Wealth Advisor | ******9514 | [email protected] | |
Chris Jameson | Senior Wealth Consultant | ******8893 | [email protected] | |
Kathy Waterman | Wealth Advisor | *******0123 | [email protected] | |
Harry Couglar | Wealth Advisor | ******9700 | [email protected] | |
Jennifer Murawski | Senior Wealth Consultant | *******9700 | [email protected] | |
Brian Leitner | Senior Vice-president Of Practice Management At Mariner Wealth Advisors And Firstpoint Financial | *******9700 | [email protected] | |
Keith Plywaczynski | Managing Partner | ******9700 | [email protected] | |
Bruce Kusmin | Co-founder | *******9700 | [email protected] | |
Patrick Howley | Senior Weath Advisor | *******9700 | [email protected] | |
Andrea Rafter | Paralegal | ******2600 | [email protected] | |
Ellen Peifer | Director Of Tax Mariner Wealth Advisors | ******0864 | [email protected] | |
Bethany Busche | Client Service Associate | ******9828 | [email protected] | |
Lauren Gravlee | Senior Client Service Associate | ******5948 | [email protected] | |
Jake Kern | Managing Partner | ******9768 | [email protected] | |
James Tinsley | Senior Retirement Plan Advisor | *******5068 | [email protected] | |
Julie Smith | Senior Wealth Consultant | *******3387 | [email protected] | |
Erika Chopra | Senior Client Service Associate | *******9100 | [email protected] | |
Brittany Duran | Business Operations Manager | ******1018 | [email protected] | |
Karen Hannaford | Senior Analyst, Compensation | *******8962 | [email protected] | |
Chris Dunaway | Tax Associate | ******2595 | [email protected] | |
Todd Block | Director - Tax | ******2982 | [email protected] | |
John Guernsey | Senior Tax Manager | ******7222 | [email protected] | |
Kyle Quinn | Managing Partner -west Coast | *******9700 | [email protected] | |
Justin Mccarthy | Director | ******5900 | [email protected] | |
Lorraine Becker | Business Operations Manager | ******0125 | [email protected] | |
Aaron Dunham | Graphic Design Associate | *******8350 | [email protected] | |
Christa Spencer | Senior Vice President, Marketing And Communications | ******3015 | [email protected] | |
Rob Crigler | Tax Services | ******9700 | [email protected] | |
Adam Lodge | Wealth Advisor | ******9700 | [email protected] | |
Adrian Fedorkiw | Manager | *******0107 | [email protected] | |
Michelle Grillone | Business Operations Manager | ******3999 | [email protected] | |
Pamela Schmitt | Managing Director And Senior Wealth Advisor | *******3100 | [email protected] | |
Adele Mcavoy | Human Resources Manager | ******5900 | [email protected] | |
Alicia Fryc | Senior Wealth Consultant | ******8761 | [email protected] | |
George Steiner | Wealth Advisor | *******9700 | [email protected] |
Email Formats
Discover the email patterns used at Mariner Wealth Advisors to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| [email protected] | [email protected] | 45% |
| [email protected] | [email protected] | 30% |
| [email protected] | [email protected] | 15% |
| [email protected] | [email protected] | 10% |
View Email formats of the company.
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Technology Stack
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Frequently Asked Questions
What is the address of Mariner Wealth Advisors's headquarters?
Mariner Wealth Advisors is headquartered at 5700 W 112th St Ste 500, Overland Park, Kansas, 66211, United States.
How can I contact Mariner Wealth Advisors by phone?
You can reach Mariner Wealth Advisors by calling their customer support number at (913) 647-9700.
What is the official website for Mariner Wealth Advisors?
You can visit Mariner Wealth Advisors's official website at www.marinerwealthadvisors.com.
How much revenue does Mariner Wealth Advisors generate?
Mariner Wealth Advisors reports an annual revenue of approximately $505.8 Million.
What is the SIC code for Mariner Wealth Advisors?
The Standard Industrial Classification (SIC) code for Mariner Wealth Advisors is 62,628.
What is the NAICS code for Mariner Wealth Advisors?
Mariner Wealth Advisors falls under the NAICS code 52,523.
How many people work at Mariner Wealth Advisors?
Mariner Wealth Advisors has a workforce of about 882 employees.
Which industry is Mariner Wealth Advisors part of?
Mariner Wealth Advisors operates in the Venture Capital & Private Equity, Finance industry.
Which technologies are used by Mariner Wealth Advisors?
Mariner Wealth Advisors utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, WordPress.org.
Who is the Chief Executive Officer (CEO) of Mariner Wealth Advisors?
The CEO of Mariner Wealth Advisors is Marty Bicknell.
How can I get in touch with Mariner Wealth Advisors?
To contact Mariner Wealth Advisors, call (913) 647-9700 or visit their website at www.marinerwealthadvisors.com
Is Mariner Wealth Advisors a publicly traded company?
No, Mariner Wealth Advisors is a private company.
How much total funding has Mariner Wealth Advisors secured so far?
To date, Mariner Wealth Advisors has raised $75M across 1 funding round(s).
Who are the main competitors of Mariner Wealth Advisors?
Key competitors of Mariner Wealth Advisors include Mercer Advisors, Rockefeller Capital Management, Carson, Wealth Enhancement Group
Which companies has Mariner Wealth Advisors acquired?
Acquisitions by Mariner Wealth Advisors include SMS Capital Management, Mariner Wealth Advisors, Baystate Wealth Management, RiverPoint Capital Management .
Who holds the CFO position at Mariner Wealth Advisors?
Jeff Poe serves as the Chief Financial Officer (CFO) at Mariner Wealth Advisors.
Who is the Chief Technology Officer (CTO) at Mariner Wealth Advisors?
Jeff Foley is the Chief Technology Officer (CTO) at Mariner Wealth Advisors.
When did Mariner Wealth Advisors complete its most recent funding round?
Mariner Wealth Advisors latest funding round closed on Jan 10, 2022 with the amount of $75 Million
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