Christina
Lynn

Mariner Wealth Advisors

CRD#6643612
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Christina Lynn is a certified financial planner based in Sioux Falls, South Dakota with 1 year of relevant experience. Lynn works at Mariner Wealth Advisors. Throughout their career, Lynn has worked at Expansion Capital Group, Variable Investment Advisors, Inc, Thrivent Investment Management Inc, Thrivent Financial, Kahler Financial Group, Inc and Mariner Wealth Advisors. Lynn has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Dakota. Mariner Wealth Advisors is a registered investment firm operating out of Leawood, KS. The investment advisory business has offices in 68 locations and a total of 1,465 people on staff. It manages $66 billion in assets among its 112,465 accounts, making it one of the biggest 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% are associated with high-net-worth investors who have at least $1 million in assets. Mariner Wealth Advisors has a diverse assortment of services, including 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 management fees usually are based on which service is offered. Fees charged by Mariner Wealth Advisors may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Sioux Falls, SD

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

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

1,465

SD Average: 44
Total Number of Accounts

112,465

SD Average: 4,091
Average Account Size

$585,734

SD 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

Christina Lynn Work History

Christina has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Wealth Advisors

2016 - Present (8 years)

Variable Investment Advisors, Inc

2020 - 2020 (< 1 year)

Thrivent Financial

2020 - 2020 (< 1 year)

Thrivent Financial

2020 - 2022 (2 years)

Kahler Financial Group, Inc

2019 - 2020 (1 year)

Thrivent Investment Management Inc

2015 - 2016 (1 year)

Expansion Capital Group

*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 Christina Lynn 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

Lawrence Rosa
New York, NY
S. Kyle Cantarella
Orlando, FL
Ashton Lawrence
Greenville, SC
Niza Oun-Nguyen
Irvine, CA
Hannah Newberry
Kingsport, TN
Michelle Freres
Littleton, CO
Michael Mcandrews
Tulsa, OK
Shaun Newkirk
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.

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