Erik
Gulsrud
Mariner Wealth Advisors
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About this Advisor
Erik Gulsrud is a financial advisor based out of Los Angeles, California with 1 year of relevant experience. Gulsrud is an advisor for Mariner Wealth Advisors. The advisor has gained experience at Convergent Wealth Advisors, LLC, Pathstone Federal Street, Adviceperiod, LLC and Mariner Wealth Advisors. Gulsrud has a Series 65 license, designating them as an investment advisor representative, and is able to operate in California. Mariner Wealth Advisors is a firm based in Leawood, KS. The company has offices in 68 locations and a total of 1,465 employees. It oversees $66 billion in total assets among its 112,465 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 128 charitable organizations. Of its 112,465 accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services vary depending on which services are provided. However, fees billed by Mariner Wealth Advisors can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Erik Gulsrud Work History
Erik has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Adviceperiod, LLC
Pathstone Federal Street
Convergent Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Gulsrud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth Advisors
Greenville, SC
Concord, NH
Leawood, KS
Irvine, CA
Kingsport, TN
Cincinnati, OH
Littleton, CO
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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