Otoniel
Maxwell
Mariner Wealth Advisors
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About this Advisor
Otoniel Maxwell is a financial advisor operating in Portland, Oregon who has 1 year of relevant experience. Maxwell is an employee of Mariner Wealth Advisors. Maxwell has gained experience at Omaha Press Club, Investors Realty, Benedictine College, Td Ameritrade, Fisher Investments, Northwestern Mutual, Msr Group, Bristol Windows, Fairfield Inn & Suites, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Star Oilco, Holiday Inn Express, Roi Financial Advisors LLC, Cascadia Advisory Services, LLC and Mariner Wealth Advisors. Maxwell has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Oregon. Mariner Wealth Advisors is a financial advisory firm based in Leawood, KS. It has offices in 68 locations and a total of 1,465 employees. It oversees $66 billion in total assets across its 112,465 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 128 charitable organizations. Of its 112,465 accounts, 34% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides 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 fee schedules largely are based on which service is provided. Fee types billed by Mariner Wealth Advisors most likely consist 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
Otoniel Maxwell Work History
Otoniel has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Cascadia Advisory Services, LLC
Roi Financial Advisors LLC
Bank Of America, N.A
Star Oilco
Holiday Inn Express
Merrill Lynch, Pierce, Fenner & Smith Inc
Fisher Investments
Msr Group
Fairfield Inn & Suites
Td Ameritrade
Northwestern Mutual
Bristol Windows
Td Ameritrade
Omaha Press Club
Investors Realty
Benedictine College
*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 Otoniel Maxwell 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
New York, NY
Leawood, KS
Leawood, KS
Irvine, CA
Littleton, CO
Orlando, FL
Kingsport, TN
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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