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****l@marinerwealthadvisors.com | |
| Jeff Poe | Chief Financial Officer | j****e@marinerwealthadvisors.com | |
| Jeff Foley | Senior VP, Operations Amp Technology & Chief | j****y@marinerwealthadvisors.com | |
| Jadin Winberg | President | j****g@marinerwealthadvisors.com | |
| Greg Shankle | Owner and President | g****e@marinerwealthadvisors.com | |
| Rachel Van Tuinen | Chief of Staff | r****n@marinerwealthadvisors.com | |
| Katrina Radenberg | Chief Investment Officer | k****g@marinerwealthadvisors.com | |
| Gopal Rajput | Chief Accounting Officer | g****t@marinerwealthadvisors.com | |
| Natalie Oswald | Controller | n****d@marinerwealthadvisors.com | |
| Ashley Gaskins | Strategy & Transformation Vice President, Ent | a****s@marinerwealthadvisors.com | |
| Greg Shankle | Owner and President | g****e@marinerwealthadvisors.com | |
| Michelle Grillone | Managing Director | m****e@marinerwealthadvisors.com | |
| Gopal Rajput | Chief Accounting Officer | g****t@marinerwealthadvisors.com | |
| Natalie Oswald | Controller | n****d@marinerwealthadvisors.com | |
| Bill Hazelton | Managing Director, National, Field Strategy & | b****n@marinerwealthadvisors.com |
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 | b.......d@adamshall.com | |
Rachel Van Fleet | Tax Associate | *******7754 | r.......t@bkd.com | |
Ethan Hutcheson Aams | Business Development | ******9700 | e.......n@marinerwealthadvisors.com | |
Jeremy Welther | Partner | ******3352 | j.......r@marinerwealthadvisors.com | |
Jeff Krumpelman | Chief Investment Strategist, Head Of Equities | ******3100 | j.......n@riverpointcm.com | |
Mitch Carnes | Associate Wealth Advisor | ******8258 | m.......s@marinerwealthadvisors.com | |
Rosario Ruffino | Managing Partner | *******9700 | r.......o@marinerwealthadvisors.com | |
Zack Skinner | Wealth Advisor | ******9700 | z.......r@marinerwealthadvisors.com | |
Beth Toomey | Family Office Associate | *******9700 | b.......y@marinerwealthadvisors.com | |
Megan Tanney | Wealth Advisor | ******9700 | m.......y@marinerwealthadvisors.com | |
Jeff Poe | Chief Financial Officer | ******6494 | j.......e@mariner-holdings.com | |
Gwyn Felder | Senior Wealth Consultant At Mariner Wealth Advisors | *******9700 | g.......r@marinerwealthadvisors.com | |
Katie Fitzgerald | Partner And Senior Wealth Consultant | ******8990 | k.......d@marinerwealthadvisors.com | |
Carlie Hilgers | Administrative Assistant | ******9333 | c.......s@anthropologie.com | |
Brady Ryan | Client Service Associate | ******6578 | b.......n@sprint.com | |
Mirlinda Skara | Financial Planning Associate | *******9700 | m.......a@marinerwealthadvisors.com | |
Janet Critchley | Associate Wealth Advisor | ******1678 | j.......y@gmail.com | |
Ryan Brady | Police Officer | ******9333 | r.......y@marinerwealthadvisors.com | |
Leon Loewenstine | Principal | ******3100 | l.......e@riverpointcm.com | |
David Goldberg | Director And Senior Wealth Advisor | ******1801 | d.......g@raymondjames.com | |
Dan Borchard | Wealth Advisor | ******9277 | b.......3@gmail.com | |
Faith Xenos | Managing Director And Senior Wealth Advisor | *******0060 | f.......i@bellsouth.net | |
Marie Osterhaus | Operations Analyst | ******8170 | m.......s@ku.edu | |
Justin Stolberg | Senior Manager Help Desk | ******9333 | j.......g@stinson.com | |
Jeff Foley | Senior Vice President Operations And Technology And Chief Technology Officer | *******9700 | j.......y@marinerwealthadvisors.com | |
Lindsey Mccool | Senior Wealth Advisor | ******9700 | l.......l@marinerwealthadvisors.com | |
Brad Rollins | Investment Research | ******9700 | b.......s@marinerwealthadvisors.com | |
Kevin Corbett | Senior Vice President | ******2900 | k.......t@marinerwealthadvisors.com | |
Colleen Betzler | Partner And Senior Wealth Advisor At Mariner Wealth Advisors | *******3352 | c.......r@marinerwealthadvisors.com | |
Molly Hildreth | Marketing Associate, Social Media | ******3798 | m.......9@hotmail.com | |
Galina Atencio | Tax Manager | ******1170 | a.......a@yahoo.com | |
Michael Kelsey | Accounting Services | ******1384 | m.......s@gmail.com | |
Mary Rawe | Office And Finance Manager | *******3100 | m.......e@riverpointcm.com | |
Alana Scott | Wealth Advisor | *******9700 | a.......t@marinerwealthadvisors.com | |
Cima® Kelly Correll | Wealth Advisor | ******0798 | k.......l@fsinvestments.com | |
Reed Davis | Senior Wealth Advisor | ******8981 | r.......d@latitudeplanning.com | |
Kayla Guyot | Client Service Associate | *******9664 | k.......t@marinerwealthadvisors.com | |
Mark Vlasic | Wealth Advisor | ******9700 | m.......c@marinerwealthadvisors.com | |
Brandon Phillips | Senior Wealth Advisor | *******7418 | b.......s@thewatermarkgrp.com | |
Natalie Haggard | Senior Wealth Advisor | *******9700 | n.......e@adamshall.com | |
Jenika Cook | Wealth Advisor Family Office Services | *******9700 | j.......k@mariner-holdings.com | |
Diana Youngdahl | Senior Relationship Manager | ******7060 | d.......l@bokf.com | |
Jennifer Geis | Tax | ******9700 | j.......s@marinerwealthadvisors.com | |
Joshua Owens | Marketing Manager | *******9700 | l.......y@glbe.com | |
William Traylor | Wealth Advisor | *******9019 | w.......r@baylor.edu | |
Megan Deines | Project Manager | *******7611 | m.......s@yahoo.com | |
Kyle Wilckens | Graphic Designer | *******6542 | k.......s@mariner-holdings.com | |
Jeff Maher | Senior Wealth Advisor At Mariner Wealth Advisors | *******9700 | j.......r@mfs.com | |
Melissa Archuleta | Operations | ******9700 | m.......a@marinerwealthadvisors.com | |
Jennifer Becker | Senior Wealth Consultant | ******7668 | j.......r@gmail.com | |
Sherri Hazell | Wealth | ******9738 | s.......l@marinerwealthadvisors.com | |
Eduardo Ramirez | Associate Wealth Advisor | ******8582 | e.......z@marinerwealthadvisors.com | |
Trey Barnes | Managing Partner And Senior Wealth Advisor, Cfp | ******0391 | t.......s@aol.com | |
Dee Houser | Para-professional | *******9700 | d.......r@marinerwealthadvisors.com | |
Andreas Scott | Senior Wealth Advisor | ******0048 | s.......t@carlsoncap.com | |
Brett Kunshek | Head Of Options | ******3801 | b.......k@hotmail.com | |
Jacob Jones | Associate Wealth Advisor | *******5572 | j.......6@netscape.net | |
Ceft™ Suzanne Wheeler | Partner And Senior Wealth Advisor At Mariner Wealth Advisors | ******2446 | s.......e@adamshall.com | |
William Mass | Financial Planning | ******9700 | w.......6@gmail.com | |
Matt Rice | Senior Wealth Advisor | *******4649 | m.......e@pilewealth.com | |
Rachel Kowalczyk | Wealth Advisor | *******9700 | r.......k@marinerwealthadvisors.com | |
Christopher Cook | Senior Vice President - Information Technology | ******2801 | c.......k@mariner-holdings.com | |
Dana Weinstein | Director And Senior Wealth Advisor | ******1550 | d.......a@patriotwealth.com | |
Julie Skye | Wealth Advisor | *******7981 | s.......e@indianfundadvisors.com | |
Thomas Denham | Partner Mariner Wealth Advisors Omaha | ******9700 | t.......m@marinerwealthadvisors.com | |
Brodie Hinkle | Wealth Advisor | ******9514 | b.......e@chk.com | |
Chris Jameson | Senior Wealth Consultant | ******8893 | c.......n@ivyfunds.com | |
Kathy Waterman | Wealth Advisor | *******0123 | k.......n@marinerwealthadvisors.com | |
Harry Couglar | Wealth Advisor | ******9700 | h.......r@marinerwealthadvisors.com | |
Jennifer Murawski | Senior Wealth Consultant | *******9700 | j.......i@marinerwealthadvisors.com | |
Brian Leitner | Senior Vice-president Of Practice Management At Mariner Wealth Advisors And Firstpoint Financial | *******9700 | b.......r@marinerwealthadvisors.com | |
Keith Plywaczynski | Managing Partner | ******9700 | k.......i@marinerwealthadvisors.com | |
Bruce Kusmin | Co-founder | *******9700 | b.......n@marinerwealthadvisors.com | |
Patrick Howley | Senior Weath Advisor | *******9700 | p.......y@marinerwealthadvisors.com | |
Andrea Rafter | Paralegal | ******2600 | a.......r@laynechristensen.com | |
Ellen Peifer | Director Of Tax Mariner Wealth Advisors | ******0864 | e.......n@dgmtax.com | |
Bethany Busche | Client Service Associate | ******9828 | b.......r@gmail.com | |
Lauren Gravlee | Senior Client Service Associate | ******5948 | l.......e@marinerwealthadvisors.com | |
Jake Kern | Managing Partner | ******9768 | k.......r@hotmail.com | |
James Tinsley | Senior Retirement Plan Advisor | *******5068 | j.......s@twowestadvisors.com | |
Julie Smith | Senior Wealth Consultant | *******3387 | j.......h@marinerwealthadvisors.com | |
Erika Chopra | Senior Client Service Associate | *******9100 | e.......a@marinerwealthadvisors.com | |
Brittany Duran | Business Operations Manager | ******1018 | b.......y@martinfinancialgroup.net | |
Karen Hannaford | Senior Analyst, Compensation | *******8962 | k.......3@mail.umkc.edu | |
Chris Dunaway | Tax Associate | ******2595 | d.......y@ucmo.edu | |
Todd Block | Director - Tax | ******2982 | t.......k@gmail.com | |
John Guernsey | Senior Tax Manager | ******7222 | j.......y@gmail.com | |
Kyle Quinn | Managing Partner -west Coast | *******9700 | k.......n@marinerwealthadvisors.com | |
Justin Mccarthy | Director | ******5900 | j.......y@marinerwealthadvisors.com | |
Lorraine Becker | Business Operations Manager | ******0125 | 4.......o@gmail.com | |
Aaron Dunham | Graphic Design Associate | *******8350 | a.......m@montageinvestments.com | |
Christa Spencer | Senior Vice President, Marketing And Communications | ******3015 | c.......r@mariner-holdings.com | |
Rob Crigler | Tax Services | ******9700 | r.......r@withum.com | |
Adam Lodge | Wealth Advisor | ******9700 | a.......e@marinerwealthadvisors.com | |
Adrian Fedorkiw | Manager | *******0107 | a.......w@marinerwealthadvisors.com | |
Michelle Grillone | Business Operations Manager | ******3999 | m.......e@singerxenos.com | |
Pamela Schmitt | Managing Director And Senior Wealth Advisor | *******3100 | p.......t@marinerwealthadvisors.com | |
Adele Mcavoy | Human Resources Manager | ******5900 | a.......y@marinerwealthadvisors.com | |
Alicia Fryc | Senior Wealth Consultant | ******8761 | a.......c@marinerwealthadvisors.com | |
George Steiner | Wealth Advisor | *******9700 | g.......1@bellsouth.net |
Email Formats
Discover the email patterns used at Mariner Wealth Advisors to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
Technology
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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