Kip
Mechals
Mariner Wealth
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About this Advisor
Kip Mechals is a financial advisor based in Mcminnville, Oregon, working with Mariner Wealth. Kip has previously held positions at Cetera Advisors LLC, Cascadia Wealth Management, Cascadia Advisory Services, LLC, and Mariner Wealth Advisors. Kip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, Kip is part of Mariner Wealth, which operates out of Mcminnville, Oregon. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
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
Kip Mechals Work History
Mariner Wealth Advisors
Cascadia Advisory Services, LLC
Cetera Advisors LLC
Cascadia Wealth Management
Disclosures
Please visit the SEC profile of Kip Mechals to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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