Francisco
Iglesias
Mariner Wealth Advisors
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About this Advisor
Francisco Iglesias is a certified financial planner and chartered financial consultant based in Nashville, Tennessee, with a total of 6 years of industry experience. Iglesias works at Mariner Wealth Advisors. Their career trajectory has included roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Missouri State University, Webster University, Northwestern Mutual Wealth Management Company, Mariner Wealth Advisors and Msec, LLC. Iglesias maintains a Series 63 license, qualifying them as a securities broker, and is able to advise clients in Missouri and Tennessee. Mariner Wealth Advisors is a financial advisory business based out of Leawood, KS. It has offices in 68 locations and a total of 1,465 financial advisors. It controls $66 billion in assets 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 charitable organizations. Of its 112,465 client accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets. Mariner Wealth Advisors has a broad 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 charged by financial advisors depend on which service is provided. Fees billed by Mariner Wealth Advisors can be comprised 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
Francisco Iglesias Work History
Francisco has been registered as a financial advisor for 6 years.*
Mariner Wealth Advisors
Msec, LLC
Northwestern Mutual Wealth Management Company
Webster University
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Missouri 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 Francisco Iglesias 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
Greenville, SC
Novi, MI
Leawood, KS
Irvine, CA
Kingsport, TN
Sioux Falls, SD
Tulsa, OK
Plano, TX
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.
