Kimberly
Blakely
Mariner Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Kimberly Blakely is a certified financial planner working out of Louisville, Kentucky with a total of 2 years of relevant experience. Blakely is an employee of Mariner Wealth Advisors. Their career trajectory has included roles at Ameriprise Financial Services, LLC, Stock Yards Bank & Trust, Kytelco Federal Credit Union, University Of Kentucky and Mariner Wealth Advisors. Blakely is approved to operate in Indiana, Kentucky and Ohio. Mariner Wealth Advisors is a registered investment firm operating out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 people on staff. It handles $66 billion in assets under management between its 112,465 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 128 charitable organizations. Of its 112,465 client accounts, 34% are held by high-net-worth clients who have more than $1 million in investable assets. Mariner Wealth Advisors provides a number of services, such as 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 charged by financial advisors usually are based on which services are offered. However, fees billed by Mariner Wealth Advisors most likely include any 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
Kimberly Blakely Work History
Kimberly has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisors
Ameriprise Financial Services, LLC
Stock Yards Bank & Trust
Kytelco Federal Credit Union
University Of Kentucky
*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 Kimberly Blakely 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
Corte Madera, CA
Brookfield, WI
Villa Park, IL
Irvine, CA
Kingsport, TN
Minneapolis, MN
Tulsa, OK
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.
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.
