Michael
Richter
Mariner Wealth Advisors
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About this Advisor
Michael Richter is a certified financial planner operating in Cincinnati, Ohio with a total of 5 years of industry experience. Richter currently works for Mariner Wealth Advisors. Richter has gained experience at Riverpoint Capital Mgmt. LLC and Mariner Wealth Advisors, LLC. Richter maintains a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Ohio. Mariner Wealth Advisors is a business based out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 financial advisors. It has $66 billion in assets under management between its 112,465 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 128 charitable organizations. Of its 112,465 customer accounts, 34% are associated with high-net-worth individuals who have at least $1 million in assets. Mariner Wealth Advisors offers a wide set 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. Financial advisory fees typically are based on the type of financial services offered. Fee types billed by Mariner Wealth Advisors likely include some blend 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 Richter Work History
Michael has been registered as a financial advisor for 5 years.*
Mariner Wealth Advisors, LLC
Riverpoint Capital Mgmt. 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 Richter 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
Cincinnati, OH
Villa Park, IL
Danville, CA
Irvine, CA
Concord, NH
El Segundo, CA
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.
