Adam
Finke
Mariner Wealth Advisors
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About this Advisor
Adam Finke is a chartered financial analyst operating out of Leawood, Kansas, with a total of 2 years of industry experience. Finke is on the advisory team at Mariner Wealth Advisors. Their career trajectory has included roles at Heim, Young & Associates, Inc, Waddell & Reed, Men'S Wearhouse, Mariner Wealth Advisors, Msec, LLC and Mariner Wealth Advisor. Finke has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Kansas. Mariner Wealth Advisors is a business that has its headquarters in Leawood, KS. The company has offices in 68 locations and a total of 1,465 advisors. It oversees $66 billion in assets under management between its 112,465 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 128 charities and foundations. Of its 112,465 customer accounts, 34% are associated with high-net-worth investors who have greater than $1 million in assets. The business has a number of services, including 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 advice largely depend on which services are provided. Fees billed by Mariner Wealth Advisors can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
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
Adam Finke Work History
Adam has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisor
Mariner Wealth Advisors
Msec, LLC
Waddell & Reed
Men'S Wearhouse
Mariner Wealth Advisors
Heim, Young & Associates, 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 Adam Finke 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
Brookfield, WI
Bellevue, WA
Villa Park, IL
Irvine, CA
Littleton, CO
New York, NY
New York, NY
Cincinnati, OH
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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