Mariner Advisor Network
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 283824
- Registered since
- June 8, 2016
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.53%
- Individuals39.87%
- Charitable Organizations1.32%
- Corporations / Businesses1.23%
- Pension & Profit Sharing Plans0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Mariner Advisor Network is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2016. The firm positions itself as a capital allocator serving both individual & family clients and institutional investors. Its advisory capabilities include financial planning, portfolio management for individuals, small businesses and larger institutions, pension-consulting services and the selection of outside advisers. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are all used. The firm does not identify as an active ESG investor. Industry relationships extend beyond investment management and include affiliations with broker–dealers, other investment advisers, accounting and law practices and pension consultants.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
3 of 5
Katrina Radenberg
Chief Investment OfficerCRD 4895248
Martin Bicknell
Chief Executive Officer & PresidentCRD 2007121
Cheryl Bicknell
Chief Operating Officer, Chief Strategy OfficerCRD 4906804
Contacts
3 of 12
Anne Dorian
Senior Vice President, Regulatory ComplianceCRD 5736231
Wendy Hammond
Managing PartnerCRD 5044796
Mason Monroe
Managing PartnerCRD 5604550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 863Active vs passive
$4.2B in ETFs
85%
$3.6B
13%
$623M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $75.5M | 211,367 | 1.79% |
Location
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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