Bradley
Rollins
Mariner Wealth Advisors
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About this Advisor
Bradley Rollins is a chartered financial analyst working out of Tulsa, Oklahoma who has 7 years of industry experience. Rollins is an advisor for Mariner Wealth Advisors. Rollins has gained experience at Mariner Wealth Advisors and Mariner Wealth Advisors - Oklahoma. Rollins holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Oklahoma. Mariner Wealth Advisors is a registered investment firm operating out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 people on staff. It oversees $66 billion in assets under management across its 112,465 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 128 charitable organizations. Of its 112,465 customer accounts, 34% belong to high-net-worth clients who have more than $1 million in assets available to invest. Mariner Wealth Advisors performs 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. Financial advisory fees usually are based on the services offered. Fees 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
Bradley Rollins Work History
Bradley has been registered as a financial advisor for 7 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors - Oklahoma
*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 Bradley Rollins 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
Leawood, KS
Plano, TX
Irvine, CA
Kingsport, TN
Greenville, SC
Littleton, CO
Tulsa, OK
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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