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MARINER INDEPENDENT
MARINER PLATFORM SOLUTIONS, LLC
CRD 305418 · SEC 801-117332
5700 WEST 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211, United States
Phone
913-904-5700
Fax
913-904-5701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.34B
Discretionary AUM
$6.64B
Team
161 total employees; 106 advisory reps; 47 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2686 | $1.13B |
| High net worth individuals | 1575 | $5.92B |
| Corporations/business entities | 46 | $286.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/in/charlessachs
- https://www.facebook.com/450745101465674
- https://www.linkedin.com/in/csutterxtramilefg
- https://www.linkedin.com/in/christian-hutchins-cfp/u00ae-aif/u00ae-a3b13846
- http://www.linkedin.com/company/fortitude-financial-partners
- http://www.linkedin.com/company/goconfido
- https://www.linkedin.com/in/chadwick-canine-cfa/u00ae-cfp/u00ae-03035713
- http://www.linkedin.com/company/connect-wealth-group
- https://www.linkedin.com/in/alicia-kelley-489609143
- https://www.linkedin.com/in/jay-ahlbeck-stockcomp
- https://www.linkedin.com/in/jesse-brown-cfp/u00ae-76272925
- https://www.linkedin.com/in/kevin-peterson-connect
- http://www.linkedin.com/company/kinneymunro-wealth-advisors
- https://www.linkedin.com/in/kyle-briggs-cfa
- https://www.linkedin.com/in/kyle-dixon-1225ba46
- http://www.linkedin.com/company/pax-financial-advisors
- http://www.linkedin.com/company/promontory-wealth
- https://www.facebook.com/200113066528049
- http://www.linkedin.com/company/rational-wealth-solutions
- http://www.linkedin.com/company/regent-private-wealth
- https://www.facebook.com/571280466065957
- https://www.facebook.com/503649149506986
- http://www.linkedin.com/company/rolling-hills-advisors
- http://www.linkedin.com/company/strategic-path-retirement
- https://www.linkedin.com/in/tara-hill-cfp/u00ae-62a7b941
- http://www.linkedin.com/company/wealth-with-options
- https://www.linkedin.com/in/william-c-munro
- http://www.linkedin.com/company/xtramile-financial-group
- https://www.facebook.com/100873819492802
- https://lockkeeperwealth.com/
- https://agtwm.com/
- https://value87.com/
- https://www.linkedin.com/in/mayelinalvarez
- http://www.linkedin.com/company/mays-wealth-managment-group-llc
- https://www.linkedin.com/in/mikeymanghum
- http://www.linkedin.com/company/logarus-wealth-solutions
- https://www.linkedin.com/in/luke-preaus-30841b137
- https://www.linkedin.com/in/matthew-kubicek-cfp/u00ae-clu/u00ae-ricp/u00ae-cpwa/u00ae-62a875b
- http://www.linkedin.com/company/monarch-private-wealth
- https://www.linkedin.com/in/murray-c-kinlaw-iii-aif/u00ae-7b6653336
- https://www.facebook.com/318076424732672
- http://www.linkedin.com/company/sidebaradvisors
- https://www.linkedin.com/in/stephenmazer-wealthmanager
- https://www.facebook.com/105724978952261
- https://www.linkedin.com/in/scott-cislo
- https://www.linkedin.com/in/tammysymons
- https://www.facebook.com/109634277195999
- https://promontorywealth.com/
- https://abundantlifefinancial.com/
- https://confluencewealthmanagement.com
- https://branchpartners.com/
- https://www.linkedin.com/in/laurelmann
- https://www.linkedin.com/in/ali-roth-cfa-cfp/u00ae-11aab07b
- https://mayswealthmanagement.com
- https://www.linkedin.com/in/brett-nelson-cfp-9bb63b9
- https://www.linkedin.com/in/anthonyferraiolo
- https://carbonwa.com
- https://alinitywm.com/
- https://strategicpathretirement.com/
- https://jooywealth.com/
- https://sterlingpwg.com/
- https://xmcwealth.com/
- https://www.linkedin.com/in/aaron-mazer-cfp/u00ae-ctfa-92413578
- http://www.linkedin.com/company/abundantlifefinancial
- https://www.linkedin.com/in/brianna-bwilks-financial-advisor
- https://www.linkedin.com/in/brooks-bertsch-5442053a
- https://www.linkedin.com/in/bryan-dearolf
- http://www.linkedin.com/company/carbon-wealth
- https://www.linkedin.com/in/chad-p-tramp-3590695
- https://www.linkedin.com/in/alex-larsonwealthadvisor
- https://www.linkedin.com/in/brianhillcfp
- http://www.linkedin.com/company/archiwealth
- https://wealthwithoptions.com
- https://www.linkedin.com/in/ari-mentzel
- https://www.linkedin.com/in/david-solomon-cfp/u00ae-6ba0a01
- https://www.linkedin.com/in/brian-kinney-74b79230
- https://www.facebook.com/390381670822190
- https://www.linkedin.com/in/jonathan-wilks-cfp/u00ae-chfc/u00ae-ricp/u00ae-a693a0105
- http://www.linkedin.com/company/jooy-wealth
- http://www.linkedin.com/company/kadima-wealth
- https://www.linkedin.com/in/jim-shagawat
- https://www.youtube.com/channel/UC4Q098ihGKKnAQQqaF1cQtA
- https://www.linkedin.com/in/douglas-coe-cfp
- https://www.linkedin.com/in/edith-edie-meyer-crpc/u00ae-a9425a111
- https://www.linkedin.com/in/ejpipkin
- https://www.linkedin.com/in/eliasfriedman
- http://www.linkedin.com/company/exit-59-advisory
- https://www.linkedin.com/in/iandmurray
- http://www.linkedin.com/company/imperiowa
- https://www.facebook.com/125452267314289
- https://www.instagram.com/fortitudefinancialpartners
- https://www.linkedin.com/in/jackie-lewis-cfp/u00ae-30689841
- https://www.linkedin.com/in/nicole-belanger-nb2001
- https://www.linkedin.com/in/nirajchhabra
- https://www.linkedin.com/in/omaramorillocfp
- https://www.linkedin.com/in/joe-thomason-cfa-86828732
- https://www.linkedin.com/in/patrick-shaw-cfp/u00ae-crpc/u00ae-079489a
- https://www.linkedin.com/in/paul-burns-cfp/u00ae-813821188
- https://www.linkedin.com/in/scottfergusonabundantlife
- https://www.linkedin.com/in/ryangoldenhar
- https://www.linkedin.com/in/samboyd
- http://www.linkedin.com/company/branch-partners
- https://paxsfinancialadvisors.com
- https://www.kinneymunro.com
- https://www.instagram.com/adviceperiod_llc
- https://monarchprivatewealthgroup.com
- https://www.linkedin.com/in/alan-gelb-cfp/u00ae-83788a1b
- https://www.linkedin.com/in/giti-khalsa
- https://imperiowealthadvisors.com
- https://rollinghillsadvisors.com
- https://www.linkedin.com/in/danlegault
- http://www.linkedin.com/company/brett-nelson-adviceperiod-partner-advisor
- https://intersectwealth.com
- https://precisewealth.com
- https://regentprivatewealth.com/
- https://goconfido.com/
- https://kadimawealth.com/
- https://www.instagram.com/brettnelsoncfp
- https://adviceperiod.com
- https://www.facebook.com/AdvicePeriodLLC/
- http://www.linkedin.com/company/alinity-wealth-management
- https://www.facebook.com/171187502752400
- https://www.facebook.com/232453733274880
- https://www.instagram.com/alinitywm
- https://www.instagram.com/sidebaradvisors
- https://www.linkedin.com/in/alfredcantilina
- https://www.linkedin.com/in/bobciullo
- https://www.linkedin.com/in/chrismaxtonegraham
- https://www.linkedin.com/in/chrissycanapari
- https://www.linkedin.com/in/mattwallen300
- https://www.linkedin.com/in/noosinow
- https://klinkwealth.com/
- https://www.linkedin.com/company/adviceperiod/
- https://www.linkedin.com/in/daniel-lindenberg-cfp/u00ae-4989342b
- https://www.linkedin.com/in/greg-karanzalis
- https://www.facebook.com/101298589543232
- https://www.linkedin.com/in/dan-saladino
- https://connectwealthgroup.com/
- https://www.linkedin.com/in/charliemays
- https://thepaceway.com/
- https://investtax.com
- https://phalanxvfo.com
- https://foothillwealthadvisors.com
- https://archiwealth.com
- https://fortitudefinancialpartners.com
- https://sidebaradvisors.com/
- https://www.linkedin.com/company/mariner-platform-solutions
- https://www.linkedin.com/in/rcprospero
- https://xtramilefg.com/
- https://rationalwealthsolutions.com/
- https://logarus.com/
- https://camdeninvestmentco.com/
- https://marinerplatform.com
- https://exit59advisory.com
- https://vailcap.com
- https://maurocm.com
Official SEC filing: View on IAPD