Mariner Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Morgan Strange is a financial advisor who works out of New Albany, Indiana with 2 years of industry experience. Strange is on the advisory team at Mariner Wealth Advisors. Throughout their career, Strange has worked at Triad Advisors, Mariner Wealth Advisors, Rumpke, Floyd Memorial, Sun Tan City, Martin Financial Group, Mariner Wealth Advisor and Student. Strange holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Indiana. Mariner Wealth Advisors is a business based out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 advisors. It manages $66 billion in total assets among its 112,465 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 128 charities and foundations. Of its 112,465 accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a wide range 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 advisory services largely are based on which services are offered. Fee types billed by Mariner Wealth Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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 Wealth Advisors Brokerage Details
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
Morgan Strange Work History
Morgan has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisor
Mariner Wealth Advisors
Martin Financial Group
Sun Tan City
*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.
Please visit the SEC profile of Morgan Strange 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
Sioux Falls, SD
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 firstname.lastname@example.org.
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.