Laurel
Mann

Mariner Platform Solutions

CRD#4154867
Investment Advisor
in Los Angeles, CA

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About this Advisor

Laurel Mann is a certified financial planner based out of Los Angeles, California with 1 year of relevant experience. Mann is an employee of Mariner Platform Solutions. Over the course of their career, Mann has held roles at Waddell And Reed, Purus Wealth Management, Adviceperiod, LLC, Reach For More, LLC and Mariner Platform Solutions. Mann maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Mariner Platform Solutions is a financial advisory company based out of Leawood, KS. The firm has offices in 33 locations and a total of 75 advisors. It manages $3 billion in assets among its 6,916 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 6,916 accounts, 37% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Mariner Platform Solutions can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2121 Avenue Of The Stars, #2400
Los Angeles, CA 90067

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Mariner Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

CA Average: $2,243,162,756
Total Number of Employees

75

CA Average: 44
Total Number of Accounts

6,916

CA Average: 4,091
Average Account Size

$442,159

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Laurel Mann Work History

Laurel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Reach For More, LLC

2022 - Present (2 years)

Mariner Platform Solutions

2020 - 2022 (2 years)

Adviceperiod, LLC

2016 - 2020 (4 years)

Purus Wealth Management

2001 - 2016 (15 years)

Waddell And Reed

*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 Laurel Mann 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 Platform Solutions

Branch Lawson
Athens, GA
Megan Logee
East Greenwich, RI
Chadwick Canine
Wimberley, TX
Elizabeth Schneider
Stevens Point, WI
Ian Murray
Ramsey, NJ
Chase Mauro
Bellingham, WA
Omar Morillo
Hollywood, FL
Rehan Chaudhry
Valley Village, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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