Karlye
Byrnes

Mariner Wealth Advisors

CRD#6959101
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Karlye Byrnes is a certified financial planner operating out of Bloomfield Hills, Michigan who has 1 year of relevant experience. Byrnes works at Mariner Wealth Advisors. The advisor has gained experience at Bank Of America N.A, Bank Of America, N.A, Henry Ford Hospital, Wunan Kindergarten, Yunnan University, Na, Grand Valley State University, Emerson Wealth, LLC, Mariner Wealth Advisors and Merrill Lynch. Byrnes has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Michigan. Mariner Wealth Advisors is a registered investment firm that has its headquarters in Leawood, KS. The firm has offices in 68 locations and a total of 1,465 employees. It handles $66 billion in assets under management between its 112,465 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 128 charities and foundations. Of its 112,465 client accounts, 34% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a wide 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. A financial advisor's fee schedules usually depend on the financial services offered. Fee types charged by Mariner Wealth Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

38710 Woodward Avenue Suite 230
Bloomfield Hills, MI 48304

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

MI Average: $2,243,162,756
Total Number of Employees

1,465

MI Average: 44
Total Number of Accounts

112,465

MI Average: 4,091
Average Account Size

$585,734

MI Average: $548,316

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

Karlye Byrnes Work History

Karlye has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Wealth Advisors

2018 - 2022 (4 years)

Emerson Wealth, LLC

2018 - 2018 (< 1 year)

Merrill Lynch

2017 - 2018 (1 year)

Bank Of America, N.A

2016 - 2017 (1 year)

Bank Of America N.A

2015 - 2015 (< 1 year)

Henry Ford Hospital

2015 - 2015 (< 1 year)

Na

2014 - 2015 (1 year)

Yunnan University

2013 - 2014 (1 year)

Wunan Kindergarten

2012 - 2013 (1 year)

Grand Valley State University

*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 Karlye Byrnes 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

Ashton Lawrence
Greenville, SC
Timothy Duncan
Leawood, KS
Kayla Creamer
Plano, TX
Niza Oun-Nguyen
Irvine, CA
Michelle Freres
Littleton, CO
Jonathan Weidler
Cincinnati, OH
Hannah Newberry
Kingsport, TN
Michael Mcandrews
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.

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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.

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