MARINER WEALTH ADVISORS-PR, LLC

MARINER WEALTH ADVISORS-PR, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 329377). Regulatory assets under management: $2.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (23)

NameRoleLocation
Martin Christopher BicknellCHIEF EXECUTIVE OFFICER; ELECTED MANAGEROverland Park, KS
Gary Paul HensonELECTED MANAGERLeawood, KS
John Glenn DanhaklTRUSTEE
Jonathan Davis SokoloffELECTED MANAGER; TRUSTEE
Cheryl Renee BicknellCHIEF OPERATING OFFICER; ELECTED MANAGER
Jonathan Adam SeifferELECTED MANAGER
Anne Jenelle DorianGENERAL COUNSEL; CHIEF COMPLIANCE OFFICER
Jeffrey Allen PoeCHIEF FINANCIAL OFFICER; ELECTED MANAGER
Kenny PointerCHIEF SERVICES OFFICER
David John LyonELECTED MANAGER
Katrina Delores RadenbergCHIEF INVESTMENT OFFICER
Maureen Kim Kiefer-GoldenbergSENIOR VICE PRESIDENT, COMPLIANCE
BICKNELL MARTIN CHRISTOPHERCHIEF EXECUTIVE OFFICER; ELECTED MANAGER
KIEFER-GOLDENBERG MAUREEN KIMSENIOR VICE PRESIDENT, COMPLIANCE
HENSON GARY PAULELECTED MANAGER
DANHAKL JOHN GLENNTRUSTEE
SOKOLOFF JONATHAN DAVISELECTED MANAGER; TRUSTEE
SEIFFER JONATHAN ADAMELECTED MANAGER
DORIAN ANNE JENELLEGENERAL COUNSEL; CHIEF COMPLIANCE OFFICER
BICKNELL CHERYL RENEECHIEF OPERATING OFFICER; ELECTED MANAGER
POINTER KENNYCHIEF SERVICES OFFICER
POE JEFFREY ALLENCHIEF FINANCIAL OFFICER
RADENBERG KATRINA DELORESCHIEF INVESTMENT OFFICER

Branch offices (2)

CityStateEmployeesPhone
GUAYNABO, SAN JUANPR0913-904-5700
GUAYNABO, SAN JUANPR0913-904-5700

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