Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Mariner office in Omaha, A to Z.
12 registered advisors work at Mariner in Omaha, out of 941 at the firm nationwide; it ranks number 35 in the city by advisors. 5 list the CFP designation and 3 are also registered broker representatives.
Mariner advisors in Omaha, A to Z
Every Mariner advisor →- Adam AlbrightInvestment adviser rep
- James N. BoeseCertified Financial Planner
- Matt ButlerInvestment adviser rep
- William J. GamblinInvestment adviser rep
- Tyler C. GrubbCertified Financial Planner
- Thomas M. KozneyInvestment adviser rep
- Tami L. LedgerInvestment adviser rep
- Thelma L. PickeringInvestment adviser rep
- Jennifer A. PotmesilCertified Financial Planner · Also a broker rep
- Alexander M. SchultzCertified Financial Planner · Also a broker rep
- James P. SiemonsmaInvestment adviser rep
- Daniel A. TuckerCertified Financial Planner · Also a broker rep
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Sarasota, FL 21Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Plano, TX 15Brentwood, MO 14Englewood, CO 14
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does Mariner have in Omaha?
12 investment adviser representatives are registered at Mariner offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 5 list the CFP designation and 3 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Omaha?
Mariner ranks number 35 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Mariner advisor in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mariner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.