Lisa
Wall

Mariner Wealth Advisors

CRD#2777085
Investment Advisor
in Leawood, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lisa Wall is a financial advisor operating in Leawood, Kansas with a total of 3 years of industry experience. Wall works at Mariner Wealth Advisors. Their career trajectory has included roles at Hogan - Hansen, P.C, Honkamp Krueger Financial Services Inc, Proequities, Inc, Avantax Investment Services, Inc, Mariner Wealth Advisors and Mariner Wealth Advisors-Ic, LLC. Wall has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Iowa. Mariner Wealth Advisors is a registered investment firm based out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 people on staff. It handles $66 billion in assets under management between its 112,465 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 128 charities and foundations. Of its 112,465 customer accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number 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 management fee schedules typically are based on which services the firm provides the client. However, fees charged by Mariner Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

5700 W. 112Th Street Suite 500
Leawood, KS 66211

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

Total Assets Under Management

$65,874,566,238

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

1,465

KS Average: 44
Total Number of Accounts

112,465

KS Average: 4,091
Average Account Size

$585,734

KS 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

Lisa Wall Work History

Lisa has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Mariner Wealth Advisors

2020 - Present (4 years)

Mariner Wealth Advisors-Ic, LLC

2002 - Present (22 years)

Hogan - Hansen, P.C

2020 - 2020 (< 1 year)

Avantax Investment Services, Inc

2010 - 2020 (10 years)

Honkamp Krueger Financial Services Inc

2010 - 2020 (10 years)

Proequities, Inc

*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 Lisa Wall 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

Jonathan Weidler
Cincinnati, OH
Ashton Lawrence
Greenville, SC
Niza Oun-Nguyen
Irvine, CA
Hannah Newberry
Kingsport, TN
Michael Mcandrews
Tulsa, OK
Michelle Freres
Littleton, CO
Kayla Creamer
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.

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