Yisha
Wang

Mariner Wealth Advisors

CRD#6442222
Investment Advisor
in Danville, CA

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About this Advisor

Yisha Wang is a certified financial planner operating out of Danville, California with 1 year of industry experience. Wang is an advisor for Mariner Wealth Advisors. Throughout their career, they have worked at Wedbush Securities Inc, Ucla, Ami Asset Management Corporation, Northwestern Mutual Investment Services, LLC, Michael Waxberg, Matthew Plocher, Northwestern Mutual Wealth Management Company, Msec, LLC and Mariner Wealth Advisors. Wang has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California. Mariner Wealth Advisors is a financial advisory firm based out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 advisors. It has $66 billion in total assets among its 112,465 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 128 charitable organizations. Of its 112,465 accounts, 34% are held by high-net-worth individuals who have greater than $1 million in assets. The firm offers a broad 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. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Mariner Wealth Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

145 E Prospect Ave Suite 217
Danville, CA 94526

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

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

1,465

CA Average: 44
Total Number of Accounts

112,465

CA Average: 4,091
Average Account Size

$585,734

CA Average: $548,316

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

Yisha Wang Work History

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

2022 - Present (2 years)

Msec, LLC

2022 - Present (2 years)

Mariner Wealth Advisors

2019 - 2022 (3 years)

Northwestern Mutual Investment Services, LLC

2019 - 2022 (3 years)

Michael Waxberg

2019 - 2022 (3 years)

Northwestern Mutual Wealth Management Company

2018 - 2019 (1 year)

Ami Asset Management Corporation

2016 - 2018 (2 years)

Wedbush Securities Inc

2015 - 2015 (< 1 year)

Matthew Plocher

2012 - 2016 (4 years)

Ucla

*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 Yisha Wang 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

Timothy Duncan
Leawood, KS
Benjamin Agron
Danville, CA
Ashton Lawrence
Greenville, SC
Niza Oun-Nguyen
Irvine, CA
Hannah Newberry
Kingsport, TN
Lauren Alvey
San Diego, CA
Michelle Freres
Littleton, CO
Michael Mcandrews
Tulsa, OK

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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