Mariner Wealth Advisors Leawood, LLC (Overland Park)

Name: Mariner Wealth Advisors Leawood, LLC
Address: 5700 W. 112 Th Street, Overland Park, KS, 66211
Telephone: 913-904-5700

Mariner Wealth Advisors Leawood, LLC is a large advisory firm based in Overland Park. It manages $2.85 billion of regulatory assets for 7,786 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, Arkansas, California, and 22 other states.

Mariner Wealth Advisors Leawood provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and family office services. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mariner Wealth Advisors Leawood: assets under management

The assets under management (AUM) of Mariner Wealth Advisors Leawood, LLC is $2.85 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.85 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mariner Wealth Advisors Leawood, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mariner Wealth Advisors Leawood, LLC

Mark Andrew Caplinger has served as the Chief Investment Officer since 1 Sep 2014 and Martin Christopher Bicknell is the Chief Executive Officer of Mariner Wealth Advisors Leawood, LLC family office. Llc Mariner Wealth Advisors joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin Christopher Bicknell	Chief executive officer	1 Feb 2014	Other	2007121
Llc Mariner Wealth Advisors	Managing member	1 Feb 2014	75% - 100%	140195
Cheryl Renee Vohland	Chief compliance officer	1 Feb 2014	Other	4906804
Karen Leigh Sandnes	Operations manager	1 Feb 2014	Other	4883814
William Berkley Greiner	Chief investment officer	1 Feb 2014	Other	716284
Mark Andrew Caplinger	Chief investment officer	1 Sep 2014	Other	5954000

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martin Christopher Bicknell	Elected manager	1 Jul 2007	Other	2007121
Llc Bicknell Family Holding Co.	Member	1 Apr 2008	75% - 100%	26-0534255
Llc Mariner Holdings	Managing member	1 Sep 2008	75% - 100%	26-2766689
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
Llc Bicknell Family Holding Co.	Owner	1 Jun 2009	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	Other	20-7480290
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255

Based in Overland Park

The principal office where Mariner Wealth Advisors Leawood, 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 Leawood, KS. 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 to 5:00 pm on Monday - Friday. You can find more information about the New York firm at marinerwealthadvisors.com/.