Geoffrey
Glazier
Mariner Wealth Advisors
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About this Advisor
Geoffrey Glazier is a certified financial planner based in West Chester, Ohio who has 2 years of relevant experience. Glazier is currently employed by Mariner Wealth Advisors. Over the course of their career, Glazier has held roles at Securities America, Inc, Pinnacle Wealth Management, Inc, Msec, LLC, Mariner Wealth Advisors and Pinnacle Financial Advisors, LLC. Glazier has Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Kentucky and Ohio. Mariner Wealth Advisors is a registered investment company that has its headquarters in Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 advisors. It oversees $66 billion in assets under management across its 112,465 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 128 charities and foundations. Of its 112,465 client accounts, 34% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a wide array 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 largely are based on which service is provided. Fee types charged by Mariner Wealth Advisors most likely consist 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
Geoffrey Glazier Work History
Geoffrey has been registered as a financial advisor for 2 years.*
Msec, LLC
Mariner Wealth Advisors
Pinnacle Wealth Management, Inc
Pinnacle Financial Advisors, LLC
Securities America, Inc
*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 Geoffrey Glazier 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
New York, NY
Cincinnati, OH
Novi, MI
Irvine, CA
Plano, TX
Concord, NH
Danville, CA
Leawood, KS
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.
