Teresa
Hayes

Mariner Wealth Advisors

CRD#2821187
Investment Advisor
in Saint Louis, MO

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About this Advisor

Teresa Hayes is a certified financial planner working in Saint Louis, Missouri with 1 year of relevant experience. Hayes is an advisor for Mariner Wealth Advisors. During their career, the advisor has held roles at Fidelity Investments, Mariner Wealth Advisors, U.S. Bancorp Investments, Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Bunny Bean and Us Bank. Hayes holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Missouri. Mariner Wealth Advisors is an advisory firm that has its headquarters in Leawood, KS. It has offices in 68 locations and a total of 1,465 people on staff. It administers $66 billion in total assets across its 112,465 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 128 charitable organizations. Of its 112,465 customer accounts, 34% are held by high-net-worth clients who have greater than $1 million in investable assets. The company provides a wide range 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. Financial advisory fees usually are based on which services are provided. However, fee types charged by Mariner Wealth Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, 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

1401 S. Brentwood Blvd. Ste. 375
Saint Louis, MO 63144

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

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

1,465

MO Average: 44
Total Number of Accounts

112,465

MO Average: 4,091
Average Account Size

$585,734

MO 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

Teresa Hayes Work History

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

2022 - Present (2 years)

Mariner Wealth Advisors

2019 - 2022 (3 years)

U.S. Bancorp Investments, Inc

2019 - 2022 (3 years)

Us Bank

2017 - 2018 (1 year)

Charles Schwab & Co., Inc

2017 - 2018 (1 year)

Charles Schwab Bank

2017 - 2018 (1 year)

Bunny Bean

2012 - 2017 (5 years)

Fidelity Investments

*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 Teresa Hayes 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

David Barnes
Bloomfield Hills, MI
Amy Zinniel
Minneapolis, MN
Nicholas Macdonald
Concord, NH
Niza Oun-Nguyen
Irvine, CA
Jayne Witte
Villa Park, IL
S. Kyle Cantarella
Orlando, FL
Michelle Freres
Littleton, CO

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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