Brett
Kunshek

Mariner Wealth

CRD#4982231
Investment Advisor
in Leawood, KS

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About this Advisor

Brett Kunshek is a financial advisor based in Leawood, Kansas, working with Mariner Wealth. Brett has previously held positions at 440 Investment Group and Mariner Wealth Advisors. Brett is registered to provide services in Kansas. Currently, Brett 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

Chartered Financial Analyst

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

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

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

1,498

KS Average: 44
Total Number of Accounts

132,567

KS Average: 4,091
Average Account Size

$611,818

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

Brett Kunshek Work History

2018 - Present (6 years)

Mariner Wealth Advisors

2013 - 2019 (6 years)

440 Investment Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brett Kunshek 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

Valerie Escobar
Leawood, KS
Tami Ledger
Omaha, NE
Keith Dowling
Madison, NJ
Deann Elmore
Leawood, KS
Theodore Cardasis
Palm Beach Gardens, FL
Aaron Dues
El Segundo, CA
Thomas Tilley
Scottsdale, AZ
Karina Maureira
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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