Ronald
Beyer

Mariner Wealth

CRD#6320186
Investment Advisor
in State College, PA

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About this Advisor

Ronald Beyer is a financial advisor based in State College, Pennsylvania, working with Mariner Wealth. Ronald has previously held positions at Mariner Wealth Advisors and Vantage Investment Advisors, LLC. Ronald is registered to provide services in Pennsylvania. Currently, Ronald is part of Mariner Wealth, which operates out of State College, Pennsylvania. 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

Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1375 Martin St., Suite 200
State College, PA 16803

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Mariner Wealth Brokerage Details

Total Assets Under Management

$81,106,925,484

PA Average: $2,243,162,756
Total Number of Employees

1,498

PA Average: 44
Total Number of Accounts

132,567

PA Average: 4,091
Average Account Size

$611,818

PA Average: $548,316

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

Ronald Beyer Work History

2018 - Present (6 years)

Mariner Wealth Advisors

2013 - 2018 (5 years)

Vantage Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Ronald Beyer 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

Deann Elmore
Leawood, KS
Theodore Cardasis
Palm Beach Gardens, FL
Brian Mcguire
Herndon, VA
Karina Maureira
Los Angeles, CA
Dahlia Goldberg
Plano, TX
Valerie Escobar
Leawood, KS
Thomas Tilley
Scottsdale, AZ
Jonathan Carter
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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