MARINER WEALTH ADVISORS - LEAWOOD, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #170703 SEC #801-79490 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
52
Clients
--
Accounts
7,786
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 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, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE 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 |
| GREINER, WILLIAM, BERKLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GREINER, WILLIAM, BERKLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GREINER, WILLIAM, BERKLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | Control |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | Control |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | Control |
| SANDNES, KAREN, LEIGH | I | OPERATIONS MANAGER | NA | Control |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | 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 | 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 |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | 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, 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 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 |
| 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 CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., 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 |
Registrations
Federal
IA
Mar 30, 2017 REGISTERED
Notice Filings (31)
AR AZ CA CO CT DC FL GA HI IL KS LA MA MD MN MO NC NE NJ NV NY OH OK OR PA TN TX UT VA WA WV
Address
5700 W. 112TH STREETSUITE 500
OVERLAND PARK, KS 66211
United States
Phone: 913-904-5700