Shea
Mears
Mariner Wealth
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About this Advisor
Shea Mears is a financial advisor based in West Des Moines, Iowa, working with Mariner Wealth. Shea has previously held positions at Simpson College, Clifton Larson Allen LLP, Robert Half, Foster Group, Inc, Shea Mears, CPA, Gilbert & Cook, Inc, and Mariner Wealth Advisors. Shea has passed the Series 65 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Shea is part of Mariner Wealth, which operates out of West Des Moines, Iowa. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
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
Shea Mears Work History
Mariner Wealth Advisors
Gilbert & Cook, Inc
Robert Half
Foster Group, Inc
Clifton Larson Allen Llp
Simpson College
Shea Mears, Cpa
Disclosures
Please visit the SEC profile of Shea Mears to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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