Erin
Zylka

Mariner Independent

CRD#5760460
Investment Advisor
in Leawood, KS

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About this Advisor

Erin Zylka is a financial advisor based in Leawood, Kansas, working with Mariner Independent. Erin has previously held positions at Strategic Investment Advisors, LLC, Resolute Wealth Advisor, Inc, Mariner Platform Solutions, and Kona Financial Planning. Erin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Kansas. Currently, Erin is part of Mariner Independent, which operates out of Leawood, Kansas. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5700 West 112Th Street Suite 500
Leawood, KS 66211

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Mariner Independent Brokerage Details

Total Assets Under Management

$4,345,628,317

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

102

KS Average: 44
Total Number of Accounts

8,802

KS Average: 4,091
Average Account Size

$493,709

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Erin Zylka Work History

2021 - Present (3 years)

Mariner Platform Solutions

2021 - Present (3 years)

Kona Financial Planning

2017 - 2021 (4 years)

Resolute Wealth Advisor, Inc

2012 - 2017 (5 years)

Strategic Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Erin Zylka 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 Independent

Madison Trout
Warrenton, VA
Anthony Ferraiolo
Florham Park, NJ
Ross Kroll
Manhattan Beach, CA
Stephen Mazer
Annapolis, MD
Ian Murray
Ramsey, NJ
Kevin Barlow
Newport Beach, CA
Jorge Soriano
Los Angeles, CA
Kristen Caseley
Brookline, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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