Michael
Kats
Mariner Wealth Advisors
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About this Advisor
Michael Kats is a certified financial planner operating out of Madison, New Jersey, who has 1 year of industry experience. Kats is on the advisory team at Mariner Wealth Advisors. The advisor has gained experience at Wells Fargo Advisors, LLC, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Mariner Wealth Advisors. Kats has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Mariner Wealth Advisors is a firm operating out of Leawood, KS. It has offices in 68 locations and a total of 1,465 employees. It administers $66 billion in assets under management across its 112,465 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 128 charitable organizations. Of its 112,465 customer accounts, 34% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number 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 fees vary depending on the type of financial services provided. Fee types charged by Mariner Wealth Advisors 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
Michael Kats Work History
Michael has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Advisors, 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 Michael Kats 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
El Segundo, CA
Villa Park, IL
Concord, NH
Irvine, CA
Kingsport, TN
San Diego, CA
Plano, TX
Greenville, SC
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.
