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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