Keith
Hamberg
Mariner Wealth Advisors
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About this Advisor
Keith Hamberg is a certified financial planner who works in Cincinnati, Ohio, with a total of 3 years of relevant experience. Hamberg is on the advisory team at Mariner Wealth Advisors. Hamberg has gained experience at Riverpoint Capital Management, Mariner Wealth Advisors and Cheviot Savings Bank. Hamberg is able to serve investors in Ohio. Mariner Wealth Advisors is a registered investment business operating out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 employees. It manages $66 billion in assets across its 112,465 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 128 charitable organizations. Of its 112,465 accounts, 34% are held by high-net-worth investors who have more than $1 million in assets. Mariner Wealth Advisors offers a number 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 depend on which services are offered. Fee types billed 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
Keith Hamberg Work History
Keith has been registered as a financial advisor for 3 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors
Riverpoint Capital Management
Cheviot Savings Bank
*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 Keith Hamberg 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
Orlando, FL
Littleton, CO
Danville, CA
Irvine, CA
Kingsport, TN
Cincinnati, OH
Tulsa, OK
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.
