Shane
Cumings
Mariner Wealth Advisors
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About this Advisor
Shane Cumings is a financial advisor operating out of Los Angeles, California with 1 year of industry experience. Cumings is an advisor for Mariner Wealth Advisors. During their career, Cumings has held roles at Northwestern Mutual Life Insurance Company, Fowler High Precision, Edward Moyzes, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Aj Marcantonio and Mariner Wealth Advisors. Cumings holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Mariner Wealth Advisors is a company based out of Leawood, KS. It has offices in 68 locations and a total of 1,465 financial advisors. It has $66 billion in assets across its 112,465 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 128 charitable organizations. Of its 112,465 client accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Mariner Wealth Advisors 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fee types charged by Mariner Wealth Advisors can include 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
Shane Cumings Work History
Shane has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors
Aj Marcantonio
Northwestern Mutual Wealth Management Company
Edward Moyzes
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Fowler High Precision
Fowler High Precision
*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 Shane Cumings 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
Danville, CA
Sioux Falls, SD
Plano, TX
Irvine, CA
Tulsa, OK
Leawood, KS
Kingsport, TN
Littleton, CO
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.
