Jacob
Wasko
Mariner Wealth Advisors
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About this Advisor
Jacob Wasko is a certified financial planner based out of Novi, Michigan who has 2 years of industry experience. Wasko is currently employed by Mariner Wealth Advisors. During their career, the advisor has held roles at Mariner Wealth Advisors, Synergy Capital Solutions, Zhang Financial, Title Source, Inc, Kendallwood Swim Club, North Farmington High School, Michigan State University and Kalamazoo College. Wasko is approved to work in Michigan. Mariner Wealth Advisors is a registered investment business based out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 financial advisors. It has $66 billion in assets under management among its 112,465 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 128 charities and foundations. Of its 112,465 client accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets. Mariner Wealth Advisors has a diverse range 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 for financial management typically are based on which services the firm provides the client. Fees charged by Mariner Wealth Advisors can include some blend 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
Jacob Wasko Work History
Jacob has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors
Synergy Capital Solutions
Zhang Financial
Synergy Capital Solutions
Title Source, Inc
Kalamazoo College
Michigan State University
Kendallwood Swim Club
North Farmington High School
*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 Jacob Wasko 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
Novi, MI
Concord, NH
Leawood, KS
Irvine, CA
Kingsport, TN
New York, NY
Leawood, KS
Sioux Falls, SD
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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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.
