Michael
Mcgervey
Mariner Wealth Advisors
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About this Advisor
Michael Mcgervey is a financial advisor based in Canton, Ohio. Mcgervey is an employee of Mariner Wealth Advisors. Throughout their career, they have worked at Mcgervey Wealth Management, Northcoast Research, Longbow Research, Baldwin Wallace University, Mcgervey Wealth Management, LLC, Mcgervey Capital, LLC and Mariner Wealth Advisors. Mcgervey maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Ohio. Mariner Wealth Advisors is a registered investment business that has its headquarters in Leawood, KS. The firm has offices in 68 locations and a total of 1,465 advisors. It handles $66 billion in assets under management across its 112,465 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 128 charities and foundations. Of its 112,465 accounts, 34% are held by high-net-worth investors who have at least $1 million in assets. The business provides 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. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types billed by Mariner Wealth Advisors can be 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 Mcgervey Work History
Michael has been registered as a financial advisor for 0 years.*
Mariner Wealth Advisors
Mcgervey Wealth Management, LLC
Mcgervey Wealth Management, LLC
Mcgervey Capital, LLC
Northcoast Research
Longbow Research
Mcgervey Wealth Management
Baldwin Wallace University
Baldwin Wallace University
*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 Mcgervey 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
Corte Madera, CA
Danville, CA
Irvine, CA
Tulsa, OK
Villa Park, IL
Littleton, CO
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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