Richard
Chaffee
Mariner Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Chaffee is a financial advisor working in Leawood, Kansas, with a total of 1 year of relevant experience. Chaffee is currently employed by Mariner Wealth Advisors. Throughout their career, Chaffee has worked at Empower, Principal Jason Heffner, Country Financial, Princor Financial Services, Matthew Melton, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Mariner Wealth Advisors. Chaffee has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Mariner Wealth Advisors is a firm operating out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 advisors. It controls $66 billion in assets under management between its 112,465 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 128 charities and foundations. Of its 112,465 customer accounts, 34% are held by high-net-worth investors who have at least $1 million in investable assets. Mariner Wealth Advisors has a diverse range 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. A financial advisor's fee schedules are based on which service is provided. However, fee types 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Richard Chaffee Work History
Richard has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Matthew Melton
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Empower
Principal Jason Heffner
Princor Financial Services
Country Financial
*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 Richard Chaffee 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
Cincinnati, OH
El Segundo, CA
Leawood, KS
Irvine, CA
Littleton, CO
Concord, NH
Plano, TX
Tulsa, OK
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
