Mariner Wealth Advisors Omaha, LLC is a large advisory firm based in Overland Park. It manages $416.16 million of regulatory assets for 993 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
Mariner Wealth Advisors Omaha provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mariner Wealth Advisors Omaha, LLC is $416.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mariner Wealth Advisors Omaha, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mariner Wealth Advisors Omaha, LLC is owned by Thomas Charles Denham. Daniel Allen Tucker has been acting as President since 1 Jan 2007. Randal Ray Korth has served as the Chief Investment Officer since 1 Oct 2010. James Paul Siemonsma joined the executive team most recently as the Managing Partner.
The principal office where Mariner Wealth Advisors Omaha, LLC performs its advisory services is located at 5700 W. 112 Th Street, Overland Park, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Omaha, NE. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-904-5700 or by fax 913-904-5701. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at marinerwealthadvisors.com/omaha.