Paul
Neltner
Mariner Independent
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About this Advisor
Paul Neltner is a financial advisor based in Covington, Kentucky, working with Mariner Independent. Paul has previously held positions at Fourth Street Financial Group, Munninghoff, Lange & Company, Private Client Services, Fourth Street Performance Partners, Mariner Independent, and Camden Investment Co., LLC. Paul has passed the Series 63 regulatory exam and is registered to provide services in Kentucky. Currently, Paul is part of Mariner Independent, which operates out of Covington, Kentucky. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Paul Neltner Work History
Mariner Independent
Camden Investment Co., LLC
Munninghoff, Lange & Company
Private Client Services
Fourth Street Performance Partners
Fourth Street Financial Group
Disclosures
Please visit the SEC profile of Paul Neltner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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