Charles
Mcconnell
Mariner Wealth Advisors
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About this Advisor
Charles Mcconnell is a financial advisor who works in Madison, New Jersey, who has 2 years of relevant experience. Mcconnell is on the advisory team at Mariner Wealth Advisors. Over the course of their career, they have held roles at Peller Wealth Management, Cetera Financial Specialists, Traust Sollus Wealth Management, Institute For Divorce Financial Analysts and Mariner Wealth Advisors. Mcconnell holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in New Jersey. Mariner Wealth Advisors is a financial advisory company operating out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 employees. It administers $66 billion in total assets among its 112,465 customer accounts, making it one of the largest financial advisory firms in the nation 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 investors who have more than $1 million in assets available to invest. Mariner Wealth Advisors provides 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 advisory services usually are based on which services the firm provides the client. Fees charged by Mariner Wealth Advisors can include some combination 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
Charles Mcconnell Work History
Charles has been registered as a financial advisor for 2 years.*
Mariner Wealth Advisors
Institute For Divorce Financial Analysts
Traust Sollus Wealth Management
Cetera Financial Specialists
Peller Wealth Management
*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 Charles Mcconnell 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
Leawood, KS
Leawood, KS
Leawood, KS
Irvine, CA
Plano, TX
Sioux Falls, SD
Kingsport, TN
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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