MARINER WEALTH ADVISORS-MADISON, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #165972 SEC #801-77358 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
22
Clients
--
Accounts
1,308
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 3
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 | I | CHIEF STRATEGY OFFICER / CHIEF OPERATING OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHAIRMAN | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHAIRMAN | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | PRESIDENT | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DIQUOLLO, ROBERT, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DORIAN, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MICCOLIS, JERRY, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MICCOLIS, JERRY, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MICCOLIS, JERRY, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MICCOLIS, JERRY, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MICCOLIS, JERRY, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MICCOLIS, JERRY, ANTHONY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| 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 | |
| SCOTT, KATRINA, DELORES | I | CHIEF INVESTMENT 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 |
| 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 |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | D | Control |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | C | Control |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | C | Control |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | C | Control |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | C | Control |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | C | Control |
| BRINTON EATON | DE | OWNER/MANAGING MEMBER | C | Control |
| BRINTON EATON ASSOCIATES, INC. | DE | MEMBER | C | Control |
| BRINTON EATON ASSOCIATES, INC. | DE | MEMBER | C | Control |
| BRINTON EATON ASSOCIATES, INC. | DE | MEMBER | C | Control |
| BRINTON EATON ASSOCIATES, INC. | DE | MEMBER | C | Control |
| BRINTON EATON ASSOCIATES, INC. | DE | MEMBER | C | Control |
| Crigler, Robert, J | I | PRESIDENT | B | Control |
| Crigler, Robert, J | I | PRESIDENT | B | Control |
| DIQUOLLO, ROBERT, JOHN | I | CHIEF EXECUTIVE OFFICER | A | Control |
| DIQUOLLO, ROBERT, JOHN | I | CHIEF EXECUTIVE OFFICER | 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 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 MANAGEMENT COMPANY TRUST | 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 COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, 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 COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, 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 |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | 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 COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING COMPANY, LLC | DE | MARINER 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 HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON ASSOCIATES, INC. | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON ASSOCIATES, INC. | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON ASSOCIATES, INC. | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON ASSOCIATES, INC. | D | Control |
| DIQUOLLO, ROBERT, JOHN | I | BRINTON EATON ASSOCIATES, INC. | D | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
| MICCOLIS, JERRY, ANTHONY | I | BRINTON EATON | C | Control |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Notice Filings (19)
AZ CA CO CT DC DE FL KS LA MA NC NE NH NJ NY PA TX VA VT
Address
5700 W. 112TH STREETSUITE 500
OVERLAND PARK, KS 66211
United States
Phone: 913-904-5700