SourcingSourcing

MARINER WEALTH ADVISORS-IC, LLC

C14
CRD 289886·SEC 801-111823·OVERLAND PARK, KS
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARINER WEALTH ADVISORS-IC, LLC
CRD
289886
SEC file #
801-111823
EIN
—
DBA names
Mariner Wealth

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
65
Advisory staff (per ADV)
65
Advisory staff (5-yr trend)
'20'26
12 advisors → 65 advisors▲ +442%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
Other Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
mariner.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARINER WEALTH
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MARINER WEALTH
BICKNELL, CHERYL, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARINER.COM
Rdap Domain Creation Date
1998-07-10T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-09T04:00:00Z
Rdap Domain Last Changed
2026-05-13T03:36:27Z
Rdap Nameservers
Ns-1060.awsdns-04.orgNs-1735.awsdns-24.co.ukNs-177.awsdns-22.comNs-545.awsdns-04.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
140195
Trust Company Affiliate
Yes

People (55)

55
MARINER WEALTH ADVISORS, LLC
Direct Owner · 87.5%
140195
BICKNELL, CHERYL, RENEE
Executive Officer · 2.5%
4906804
BICKNELL, MARTIN, CHRISTOPHER
Executive Officer · 2.5%
2007121
DORIAN, ANNE, JENELLE
Executive Officer · 2.5%
5736231
KIEFER-GOLDENBERG, MAUREEN, KIM
Executive Officer · 2.5%
4211522
STEVEN KELLY DUGGAN
IAR
4484348
DENNIS JOHN MUYSKENS
IAR
4484353
Daniel Frank Hutchins
IAR
4720118
TRAVIS JOHN SCHMITZ
IAR
4553912
Christopher John McKay
IAR
7895864
Emmett Ryan Mulcahy
IAR
7840977
MICHAEL JAMES SMITH
IAR
6925848
JOAN KATHRYN MORROW
IAR
7207226
Clinton Alan Heaser
IAR
7225672
JORDAN RAY DOWNEY
IAR
7335142
Randall Eric Kathol
IAR
7344280
Andrew John Worthington
IAR
7164262
BRENT TRAVIS FRIEHAUF
IAR
4571063
CHRISTOPHER DALE FORD
IAR
6067014
JOSHUA JAMES HONN
IAR
6085066
RYAN MICHAEL LUETKENHAUS
IAR
6427192
ROBERT LYLE JONES
IAR
6429542
ELIZABETH ANNE GOLWAY
IAR
5493493
DANIEL STEARNS
IAR
5582681
SCOTT A. BROKKE
IAR
5276633
SCOTT D SORENSON
IAR
6285875
Frank Joseph Palermo
IAR
7693578
JUSTIN ALAN PLATE
IAR
4319721
Stephen Bickert
IAR
8027538
Theodore Korver
IAR
7793149
Sherri Anderson
IAR
8061427
Douglas Patrick Gocke
IAR
8193859
Kevin Baker
IAR
8010686
Jeffrey Allan Neumeister
IAR
8186420
DANIEL JON DAVIS
IAR
6055404
Nicholas Ong
IAR
8204087
EDWARD DAVID AGOSTINELLI
IAR
2172183
Kalen Kenneth Richey
IAR
7901122
Neil Denman
IAR
8216739
Trevor Friedman
IAR
8227467
Patrick John Calvert
IAR
6881167
Ali Diaz Febres
IAR
8070468
Roy Guia
IAR
8230631
DEANN LYNN MORGAN
IAR
3221590
Lisa Marie Johnson
IAR
2777085
TIMOTHY ROBERT MARSHALL
IAR
4443939
TIMOTHY GEORGE BRUCKER
IAR
5895866
Dakon Mortenson
IAR
8241809
JEFF JOSEPH BURDS
IAR
5737280
ADAM ROBERT DECKER
IAR
4581403
Joseph S James
IAR
4411376
DONNA JEANETTE BRIGGS
IAR
6370468
Michael Ray Combs
IAR
7076014
ROBERT HAROLD BERGER
IAR
5285665
THOMAS WILLIAM SCHLEISMAN
IAR
4571047