Brad
Residori
Mariner Wealth
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About this Advisor
Brad Residori is a financial advisor based in Leawood, Kansas, working with Mariner Wealth. Brad has previously held positions at Foreside Fund Services, LLC, Imst Distributors, LLC, Funds Distributor, LLC, Foreside Financial Services, LLC, Foreside Funds Distributors, LLC, Compass Distributors, LLC, Quasar Distributors, LLC, Foreside Distribution Services, L.P, Futu Clearing Inc, Mariner Wealth Advisors, Msec, LLC, and Waddell & Reed, Inc. Brad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Brad 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
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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
Brad Residori Work History
Mariner Wealth Advisors
Msec, LLC
Futu Clearing Inc
Foreside Fund Services, LLC
Imst Distributors, LLC
Funds Distributor, LLC
Foreside Financial Services, LLC
Foreside Funds Distributors, LLC
Compass Distributors, LLC
Quasar Distributors, LLC
Foreside Distribution Services, L.P
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Brad Residori 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
Sarasota, FL
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Minneapolis, MN
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Plano, TX
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Scottsdale, AZ
Saint Louis, MO
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