Elizabeth
Schneider
Mariner Platform Solutions
Answer a few questions and
get matched with an advisor.
About this Advisor
Elizabeth Schneider is a certified financial planner who works in Stevens Point, Wisconsin with 1 year of relevant experience. Schneider is on the advisory team at Mariner Platform Solutions. During their career, the advisor has held roles at Cliftonlarsonallen Wealth Advisors, LLC, Mariner Platform Solutions, Infinity Wealth Company, LLC and Adviceperiod. LLC. Schneider maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Mariner Platform Solutions is a business that has its headquarters in Leawood, KS. The firm has offices in 33 locations and a total of 75 financial advisors. It controls $3 billion in assets across its 6,916 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 6,916 client accounts, 37% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely vary depending on the type of services offered. However, fees billed by Mariner Platform Solutions most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mariner Platform Solutions Brokerage Details
$3,057,968,593
75
6,916
$442,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Elizabeth Schneider Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Mariner Platform Solutions
Infinity Wealth Company, LLC
Adviceperiod. LLC
Cliftonlarsonallen Wealth Advisors, LLC
*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 Elizabeth Schneider 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 Platform Solutions
Athens, GA
East Greenwich, RI
Wimberley, TX
Agoura Hills, CA
Hollywood, FL
Ramsey, NJ
Valley Village, CA
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
