Mariner Wealth
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 289886
- Registered since
- October 6, 2017
- Fee structure
- Other
Firm profile
FINTRXOverview
Mariner Wealth operates as a limited liability company and is registered with the SEC as an investment adviser since 2017. The firm is described in regulatory snapshots as a capital allocator and a related adviser, and it reports an ownership structure that includes domestic entities and individuals. Its fee model is classified as “other” rather than standard fee-only or commission-only arrangements. The firm is not identified as an active ESG investor, and the snapshot does not flag it as a multi-state adviser. Mariner Wealth holds a variety of industry affiliations: broker‑dealer, other investment adviser relationships, CPO/CTA activity, trust company functions, accounting links, insurance company ties, pension consulting, and roles as sponsor or GP/manager of pooled investment vehicles. The firm was included on the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 15
Justin Plate
CFOCRD 4319721
Adam Decker
Independent ContractorCRD 4581403
Jeff Burds
Independent ContractorCRD 5737280
Contacts
3 of 53Scott Brokke
Investment Advisor RepresentativeCRD 5276633

Christopher McKay
PartnerCRD 7895864

Lisa Wall
Independent Investment Advisor RepresentativeCRD 2777085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 5700 W 112th St
- Time zone
- CT (UTC-6)
- Office locations
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