Michael
Welker

Mariner Institutional, LLC

CRD#4738425
Investment Advisor
in Winter Park, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Welker is a financial advisor based in Winter Park, Florida, working with Mariner Institutional, LLC. Michael has previously held positions at Bogdahn Consulting, LLC, Andco Consulting, LLC, and Mariner Institutional, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Mariner Institutional, LLC, which operates out of Winter Park, Florida. The firm has 7 offices and 90 employees. The firm manages assets totaling $976.6 million and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Mariner Institutional, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

531 W Morse Blvd Suite 200
Winter Park, FL 32789

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mariner Institutional, LLC Brokerage Details

Total Assets Under Management

$976,600,000

FL Average: $1,855,561,029
Total Number of Employees

90

FL Average: 62
Total Number of Accounts

24

FL Average: 2,474
Average Account Size

$40,691,667

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Michael Welker Work History

2024 - Present (0 year)

Mariner Institutional, LLC

2017 - Present (7 years)

Andco Consulting, LLC

2003 - 2017 (14 years)

Bogdahn Consulting, LLC

Disclosures

Please visit the SEC profile of Michael Welker 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 Institutional, LLC

Adam Dietz
Covington, KY
Daniel Johnson
Winter Park, FL
Troy Brown
Winter Park, FL
Kenneth Dorger
Covington, KY
David West
Winter Park, FL
Michael Welker
Winter Park, FL
David King
Winter Park, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started