MARINER WEALTH ADVISORS-SAN DIEGO, LLC
Legal name: MARINER WEALTH ADVISORS
CRD #289827 SEC #801-111827 OVERLAND PARK, KS 913-904-5700
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
12
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 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 |
| BICKNELL, MARTIN, CHRISTOPHER | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CAPLINGER, MARK, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SANDNES, KAREN, LEIGH | I | VICE PRESIDENT OF OPERATIONS | NA | |
| MARINER WEALTH ADVISORS, LLC | DE | MANAGING MEMBER | E | Control |
| QUINN, KYLE, FRANCIS | I | MANAGING PARTNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
Registrations
Federal
IA
Sep 11, 2017 REGISTERED
Notice Filings (3)
AZ CA KS
Address
5700 W. 112TH STSUITE 500
OVERLAND PARK, KS 66211
United States
Phone: 913-904-5700