Michael
Dugan
Mariner Wealth Advisors
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About this Advisor
Michael Dugan is a financial advisor who works in Leawood, Kansas with 4 years of relevant experience. Dugan works at Mariner Wealth Advisors. During their career, the advisor has held roles at Bok Financial Securities, Inc, Bank Of Oklahoma, Msec, LLC, Mariner Wealth Advisors and Bokf, Na. Dugan maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Kansas. Mariner Wealth Advisors is a financial advisory firm operating out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 advisors. It administers $66 billion in total assets between its 112,465 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 128 charities and foundations. Of its 112,465 customer accounts, 34% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a diverse set 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 management vary depending on which services are provided. However, fees billed by Mariner Wealth Advisors most likely consist of some combination of 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
Michael Dugan Work History
Michael has been registered as a financial advisor for 4 years.*
Msec, LLC
Mariner Wealth Advisors
Bok Financial Securities, Inc
Bank Of Oklahoma
Bokf, Na
*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 Michael Dugan 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
Leawood, KS
Cincinnati, OH
Cincinnati, OH
Irvine, CA
Plano, TX
Concord, NH
Leawood, KS
Danville, CA
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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