Chad
Richardson
Mariner Wealth Advisors
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About this Advisor
Chad Richardson is a financial advisor working in New London, New Hampshire with 1 year of relevant experience. Richardson is on the advisory team at Mariner Wealth Advisors. Throughout their career, Richardson has worked at Taylor Cottrill, LLC, Taylor, Cottrill, Erickson & Associates and Mariner Wealth Advisors. Richardson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New Hampshire. Mariner Wealth Advisors is an advisory business based out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 people on staff. It administers $66 billion in assets under management across its 112,465 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 128 charities and foundations. Of its 112,465 customer accounts, 34% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Mariner Wealth Advisors provides a diverse 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. Financial management fee schedules typically are based on the financial services offered. Fees charged by Mariner Wealth Advisors most likely are 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
Chad Richardson Work History
Chad has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Taylor, Cottrill, Erickson & Associates
Taylor Cottrill, LLC
*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 Chad Richardson 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
Los Angeles, CA
Plano, TX
Bloomfield Hills, MI
Brookfield, WI
Tulsa, OK
Irvine, CA
Leawood, KS
Orlando, FL
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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