MARINER WEALTH ADVISORS-MANASQUAN, LLC

Legal name: MARINER WEALTH ADVISORS

CRD #171018 SEC #801-79628 OVERLAND PARK, KS 9139045700

SEC Registered

Total AUM

$1.1B

Discretionary

$328.7M

Employees

Clients

Accounts

3,493

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 OPERATING OFFICER, CHIEF STRATEGY OFFICER	NA	Control
BICKNELL, CHERYL	I	CHIEF OPERATING OFFICER, CHIEF STRATEGY OFFICER	NA	Control
CONFORTI, PAUL, JUDE	I	MEMBER	NA
CONFORTI, PAUL, JUDE	I	MEMBER	NA
CONFORTI, PAUL, JUDE	I	MEMBER	NA
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, CHRISTOPHER, ROBERT	I	MANAGING DIRECTOR	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	MEMBER	NA
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	MEMBER	NA
HOUSEN, PATRICK, ROBERT	I	MEMBER	NA
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
HOUSEN, PATRICK, ROBERT	I	CHIEF OPERATING OFFICER	NA	Control
LUKAS, CHRISTOPHER, ALAN	I	MEMBER	NA
LUKAS, CHRISTOPHER, ALAN	I	MEMBER	NA
LUKAS, CHRISTOPHER, ALAN	I	MEMBER	NA
MARINER WEALTH ADVISORS, LLC	DE	MANAGING MEMBER	NA	Control
SCOTT, KATRINA, DELORES	I	CHIEF INVESTMENT OFFICER	NA	Control
SCOTT, KATRINA, DELORES	I	CHIEF INVESTMENT OFFICER	NA	Control
Taylor, Annie, Ricci	I	CHIEF COMPLIANCE OFFICER	NA	Control
Taylor, Annie, Ricci	I	CHIEF COMPLIANCE OFFICER	NA	Control
Taylor, Annie, Ricci	I	CHIEF COMPLIANCE OFFICER	NA
Taylor, Annie, Ricci	I	CHIEF COMPLIANCE OFFICER	NA
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 OPERATING OFFICER, CHIEF STRATEGY OFFICER	NA	Control
VOHLAND, CHERYL, RENEE	I	CHIEF OPERATING OFFICER, CHIEF STRATEGY OFFICER	NA	Control
VOHLAND, CHERYL, RENEE	I	CHIEF COMPLIANCE OFFICER	E	Control
MARINER WEALTH ADVISORS	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
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN FINANCIAL GROUP, INC.	DE	MEMBER	C	Control
HOUSEN HOLDING CO., INC.	DE	OWNER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BICKNELL FAMILY MANAGEMENT COMPANY TRUST	DE	BICKNELL FAMILY HOLDING CO., LLC	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 HOLDING CO., LLC	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
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
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
BICKNELL FAMILY HOLDING CO., LLC	DE	MARINER HOLDINGS, LLC	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN HOLDING CO., INC.	E	Control
HOUSEN, CHRISTOPHER, ROBERT	I	HOUSEN FINANCIAL GROUP, INC.	E	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER HOLDINGS, LLC	DE	MARINER WEALTH ADVISORS, LLC	D	Control
MARINER WEALTH ADVISORS, LLC	DE	MARINER WEALTH ADVISORS	D	Control

Registrations

Federal

Mar 29, 2018 REGISTERED

Notice Filings (12)

CA FL KS MA NH NJ NY PA SC TX VA VT

Address

5700 W. 112 STREET
SUITE 500
OVERLAND PARK, KS 66211
United States

Phone: 9139045700