Betsy
Dow
Mariner Wealth
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About this Advisor
Betsy Dow is a financial advisor based in Leawood, Kansas, working with Mariner Wealth. Betsy has previously held positions at Moneta Group, Purshe Kaplan Sterling, Msec, LLC, Mariner Wealth Advisors, and Mariner Wealth Advisors - St. Louis. Betsy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Betsy is part of Mariner Wealth, which operates out of Leawood, Kansas. 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
Betsy Dow Work History
Msec, LLC
Mariner Wealth Advisors
Mariner Wealth Advisors - St. Louis
Moneta Group
Purshe Kaplan Sterling
Disclosures
Please visit the SEC profile of Betsy Dow 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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