MARINER WEALTH ADVISORS-OMAHA, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #109904 SEC #801-60238 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$416.2M
Discretionary
$416.2M
Employees
13
Clients
251
Accounts
993
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BICKNELL, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GRAEVE, KEITH | I | MEMBER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| KORTH, RANDAL, RAY | I | CHIEF INVESTMENT OFFICER | NA | |
| LANZEN, GARY, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANZEN, GARY, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANZEN, GARY, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PEATROWSKY, DENNIS, GERARD | I | CHIEF COMPLIANCE OFFICER AND SECURITIES ANALYST | NA | |
| PORTWOOD, TRAVIS, JAMES | I | VICE PRESIDENT OPERATIONS & TRADING MANAGER | NA | |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | VICE PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | NA | Control |
| TUCKER, DANIEL, ALLEN | I | MANAGING PARTNER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | OWNER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| ORIZON GROUP, INC. | DE | OWNER | E | Control |
| ORIZON GROUP, INC. | DE | OWNER | E | Control |
| ORIZON, LLC | DE | OWNER | E | Control |
| ORIZON, LLC | DE | OWNER | E | Control |
| ORIZON, LLC | DE | OWNER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | OWNER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | OWNER | D | Control |
| MWA-OIC, LLC | DE | OWNER | D | Control |
| MWA-OIC, LLC | DE | OWNER | D | Control |
| DENHAM, THOMAS, CHARLES | I | MEMBER | C | Control |
| DENHAM, THOMAS, CHARLES | I | MEMBER | C | Control |
| DENHAM, THOMAS, CHARLES | I | MEMBER | C | Control |
| DENHAM, THOMAS, CHARLES | I | MEMBER | C | Control |
| GRAEVE, KEITH | I | MEMBER | C | Control |
| GRAEVE, KEITH | I | MEMBER | C | Control |
| GRAEVE, KEITH | I | MEMBER | C | Control |
| DENHAM, THOMAS, CHARLES | I | OWNER | B | |
| DENHAM, THOMAS, CHARLES | I | OWNER | B | |
| GARRELTS, GENE | I | MEMBER | B | |
| GARRELTS, GENE | I | MEMBER | B | |
| GARRELTS, GENE | I | MEMBER | B | |
| GARRELTS, GENE | I | MEMBER | B | |
| HELENA ROSE 80 VENTURES, LLC | DE | MEMBER | B | Control |
| HELENA ROSE 80 VENTURES, LLC | DE | MEMBER | B | Control |
| LANZEN, GARY, WILLIAM | I | MANAGING MEMBER | B | Control |
| LANZEN, GARY, WILLIAM | I | MANAGING MEMBER | B | Control |
| LANZEN, GARY, WILLIAM | I | MANAGING MEMBER | B | Control |
| TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | DE | MEMBER | B | Control |
| TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | DE | MEMBER | B | Control |
| TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | DE | MEMBER | B | Control |
| TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | DE | MEMBER | B | Control |
| TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | DE | MEMBER | B | Control |
| TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | DE | MEMBER | B | Control |
| BRUCE, C., DAVID | I | MEMBER | A | |
| BRUCE, C., DAVID | I | MEMBER | A | |
| BRUCE, C., DAVID | I | MEMBER | A | |
| BRUCE, C., DAVID | I | MEMBER | A | |
| BRUCE, C., DAVID | I | OWNER | A | |
| BRUCE, C., DAVID | I | OWNER | A | |
| BRUCE, C., DAVID | I | OWNER | A | |
| BRUCE, C., DAVID | I | OWNER | A | |
| DENHAM, THOMAS, CHARLES | I | OWNER | A | |
| DENHAM, THOMAS, CHARLES | I | OWNER | A | |
| DENHAM, THOMAS, CHARLES | I | OWNER | A | |
| DENHAM, THOMAS, CHARLES | I | OWNER | A | |
| GARRELTS, GENE | I | OWNER | A | |
| GARRELTS, GENE | I | OWNER | A | |
| GARRELTS, GENE | I | OWNER | A | |
| GARRELTS, GENE | I | OWNER | A | |
| SIEMONSMA, JAMES, PAUL | I | MANAGING PARTNER | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
| TUCKER, DANIEL, ALLEN | I | PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BRUCE, C., DAVID | I | ORIZON GROUP, INC. | F | Control |
| BRUCE, C., DAVID | I | ORIZON GROUP, INC. | F | Control |
| BRUCE, C., DAVID | I | ORIZON GROUP, INC. | F | Control |
| BRUCE, C., DAVID | I | ORIZON GROUP, INC. | F | Control |
| BRUCE, C., DAVID | I | ORIZON, LLC | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| JODI, LYN, RINNE | I | ORIZON GROUP, INC. | F | Control |
| JODI, LYN, RINNE | I | ORIZON GROUP, INC. | F | Control |
| JODI, LYN, RINNE | I | ORIZON GROUP, INC. | F | Control |
| JODI, LYN, RINNE | I | ORIZON GROUP, INC. | F | Control |
| JODI, LYN, RINNE | I | ORIZON, LLC | F | Control |
| TUCKER, DANIEL, ALLEN | I | ORIZON GROUP, INC. | F | Control |
| TUCKER, DANIEL, ALLEN | I | ORIZON GROUP, INC. | F | Control |
| TUCKER, DANIEL, ALLEN | I | ORIZON GROUP, INC. | F | Control |
| TUCKER, DANIEL, ALLEN | I | ORIZON GROUP, INC. | F | Control |
| TUCKER, DANIEL, ALLEN | I | ORIZON, LLC | F | Control |
| WILKINS, CRAIG, D | I | ORIZON GROUP, INC. | F | Control |
| WILKINS, CRAIG, D | I | ORIZON GROUP, INC. | F | Control |
| WILKINS, CRAIG, D | I | ORIZON GROUP, INC. | F | Control |
| WILKINS, CRAIG, D | I | ORIZON GROUP, INC. | F | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| DENHAM, THOMAS, CHARLES | I | PJJ 1958 HOLDINGS LLC | E | Control |
| DENHAM, THOMAS, CHARLES | I | PJJ 1958 HOLDINGS LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MWA-OIC, LLC | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MWA-OIC, LLC | E | Control |
| PJJ 1958 HOLDINGS LLC | DE | HELENA ROSE 80 VENTURES, LLC | E | Control |
| PJJ 1958 HOLDINGS LLC | DE | HELENA ROSE 80 VENTURES, LLC | E | Control |
| TUCKER, DANIEL, ALLEN | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, DANIEL, ALLEN | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, DANIEL, ALLEN | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, DANIEL, ALLEN | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, DANIEL, ALLEN | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, DANIEL, ALLEN | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, NANCY | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, NANCY | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, NANCY | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, NANCY | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, NANCY | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| TUCKER, NANCY | I | TUCKER REVOCABLE TRUST U/T/A DATED DECEMBER 28, 2012 | E | Control |
| DENHAM, THOMAS, CHARLES | I | ORIZON GROUP, INC. | C | Control |
| DENHAM, THOMAS, CHARLES | I | ORIZON GROUP, INC. | C | Control |
| DENHAM, THOMAS, CHARLES | I | ORIZON GROUP, INC. | C | Control |
| DENHAM, THOMAS, CHARLES | I | ORIZON GROUP, INC. | C | Control |
| DENHAM, THOMAS, CHARLES | I | ORIZON, LLC | C | Control |
| GARRELTS, GENE | I | ORIZON GROUP, INC. | C | Control |
| GARRELTS, GENE | I | ORIZON GROUP, INC. | C | Control |
| GARRELTS, GENE | I | ORIZON GROUP, INC. | C | Control |
| GARRELTS, GENE | I | ORIZON GROUP, INC. | C | Control |
| GARRELTS, GENE | I | ORIZON, LLC | C | Control |
Registrations
Federal
IA
Sep 29, 2017 REGISTERED
Notice Filings (16)
AZ CA CO DC FL IA IL IN KS MN MO NE NM TN TX UT
Address
5700 W. 112TH STREETSUITE 500
OVERLAND PARK, KS 66211
United States
Phone: 913-904-5700