MARINER WEALTH ADVISORS-ST. LOUIS, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #207512 SEC #801-94169 OVERLAND PARK, KS 9139045700
SEC Registered
Total AUM
$615.5M
Discretionary
$615.4M
Employees
14
Clients
251
Accounts
1,694
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 1
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, 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 |
| 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 |
| 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 |
| DORIAN, ANNE, JENELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| 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 | 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 | |
| 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 |
| 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 |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| HOWLEY FAMILY REVOCABLE TRUST DATED AUGUST 25, 2017 | DE | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| HOWLEY, PATRICK, JOSEPH | I | MEMBER | B | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | Control |
| DOW, BETSY, E | I | MEMBER | A | |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A | Control |
| FISHER, MATTHEW, DOUGLAS | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | 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 |
| 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 |
| HOWLEY, PATRICK, JOSEPH | I | HOWLEY FAMILY REVOCABLE TRUST DATED AUGUST 25, 2017 | F | Control |
| HOWLEY, REGINIA, MARIE | I | HOWLEY FAMILY REVOCABLE TRUST DATED AUGUST 25, 2017 | 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 |
| 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 |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Notice Filings (13)
AR CA CO DC FL IL KS LA MO NH NY TX WA
Address
5700 W. 112 STREETSUITE 500
OVERLAND PARK, KS 66211
United States
Phone: 9139045700