Tia
Peterson
Mariner Wealth Advisors
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About this Advisor
Tia Peterson is a financial advisor based out of Los Angeles, California with 1 year of industry experience. Peterson works at Mariner Wealth Advisors. Throughout their career, Peterson has worked at Mutual Advisors, LLC, Geoffreys Malibu, Cielo Farms, Prior-Lake Savage Area District Schools, Cantebury Park, Special Programs At Pepperdine University, Men'S Wearhouse, Lucky'S 13 Pub, Your Boat Club, Captain Jack'S, Student, Advice Period and Mariner Wealth Advisors. Peterson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in California. Mariner Wealth Advisors is an advisory business operating out of Leawood, KS. The firm has offices in 68 locations and a total of 1,465 financial advisors. It controls $66 billion in assets across its 112,465 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 128 charitable organizations. Of its 112,465 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company has a diverse range 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 fee schedules largely depend on the financial services offered. Fee types billed by Mariner Wealth Advisors likely are comprised of some blend 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
Tia Peterson Work History
Tia has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Mutual Advisors, LLC
Cielo Farms
Advice Period
Geoffreys Malibu
Prior-Lake Savage Area District Schools
Cantebury Park
Special Programs At Pepperdine University
Men'S Wearhouse
Student
Lucky'S 13 Pub
Your Boat Club
Captain Jack'S
Student
*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 Tia Peterson 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
Greenville, SC
Cincinnati, OH
Leawood, KS
Irvine, CA
Tulsa, OK
Danville, CA
Littleton, CO
Plano, TX
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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