Kathleen
Fitzgerald
Mariner Wealth Advisors
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About this Advisor
Kathleen Fitzgerald is a financial advisor working out of Leawood, Kansas who has 14 years of industry experience. Fitzgerald currently works for Mariner Wealth Advisors. Throughout their career, Fitzgerald has worked at Mariner Wealth Advisors and Msec, LLC. Fitzgerald maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas. Mariner Wealth Advisors is an advisory company that has its headquarters in Leawood, KS. The company has offices in 68 locations and a total of 1,465 people on staff. It manages $66 billion in assets across its 112,465 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 128 charities and foundations. Of its 112,465 accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a broad assortment 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. Financial advisory fee schedules largely are based on the type of financial services provided. Fees billed by Mariner Wealth Advisors may include 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
Kathleen Fitzgerald Work History
Kathleen has been registered as a financial advisor for 14 years.*
Mariner Wealth Advisors
Msec, LLC
*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 Kathleen Fitzgerald 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
New York, NY
El Segundo, CA
Leawood, KS
Irvine, CA
Kingsport, TN
Orlando, FL
Danville, CA
Leawood, KS
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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