Logan
Baldner

Mariner Wealth Advisors

CRD#5840883
Investment Advisor
in Leawood, KS

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About this Advisor

Logan Baldner is a financial advisor who works in Leawood, Kansas, with 2 years of industry experience. Baldner works at Mariner Wealth Advisors. During their career, Baldner has held roles at Ing Financial Partners, Directed Services LLC, Gwfs Equities, Inc, Waddell & Reed, Inc, Msec, LLC and Mariner Wealth Advisors. Baldner has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Kansas. Mariner Wealth Advisors is a business that has its headquarters in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 financial advisors. It has $66 billion in assets among its 112,465 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 128 charities and foundations. Of its 112,465 client accounts, 34% are associated with high-net-worth clients who have at least $1 million in investable assets. Mariner Wealth Advisors has a number 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. Fees for financial advice usually depend on the type of financial services offered. Fees billed by Mariner Wealth Advisors likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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 Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

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

1,465

KS Average: 44
Total Number of Accounts

112,465

KS Average: 4,091
Average Account Size

$585,734

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

Logan Baldner Work History

Logan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Msec, LLC

2021 - Present (3 years)

Mariner Wealth Advisors

2017 - 2021 (4 years)

Waddell & Reed, Inc

2015 - 2017 (2 years)

Gwfs Equities, Inc

2013 - 2015 (2 years)

Directed Services LLC

2012 - 2013 (1 year)

Ing Financial Partners

*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 Logan Baldner 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

Russell Pixler
Sioux Falls, SD
Mark Nothnagel
Leawood, KS
Shaun Newkirk
Leawood, KS
Niza Oun-Nguyen
Irvine, CA
Hannah Newberry
Kingsport, TN
Michelle Freres
Littleton, CO
Michael Mcandrews
Tulsa, OK
Kayla Creamer
Plano, TX

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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