Michael
Burr
Mariner Wealth Advisors
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About this Advisor
Michael Burr is a financial advisor working out of Los Angeles, California who has 1 year of industry experience. Burr is currently employed by Mariner Wealth Advisors. Their career trajectory has included roles at Adviceperiod, LLC, Resolution Economics LLC, The Alison Company, El Camino High School At Ventura Community College, Moorpark High School, Oak Park Independent High School, Brighton High School, Moorpark Community College, University Of California, Santa Barbara, Mariner Wealth Advisors and Mariner Platform Solutions. Burr maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in California. Mariner Wealth Advisors is a financial advisory company that has its headquarters in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 financial advisors. It manages $66 billion in assets under management among its 112,465 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 128 charitable organizations. Of its 112,465 customer accounts, 34% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a wide assortment 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. Financial advisory fee schedules typically depend on which services are offered. Fee types charged by Mariner Wealth Advisors can include any 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
Michael Burr Work History
Michael has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Mariner Platform Solutions
Adviceperiod, LLC
Resolution Economics LLC
The Alison Company
University Of California, Santa Barbara
Moorpark Community College
El Camino High School At Ventura Community College
Moorpark High School
Oak Park Independent High School
Brighton High School
*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 Michael Burr 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
Leawood, KS
Novi, MI
Leawood, KS
Irvine, CA
Kingsport, TN
Littleton, CO
Tulsa, OK
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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