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Mariner Independent CRD 305418
$7.34B regulatory AUM 47 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Platform Solutions | Overland Park | KS | 05/2026 | Present |
| Logarus Wealth Solutions | Portsmouth | NH | 08/2024 | Present |
| Crescent Wealth Partners | Exeter | NH | 10/2020 | 08/2024 |
| Msi Global Transformation Solutions | Hampton | NH | 05/2019 | 08/2020 |
| Plymouth State University | Plymouth | NH | 08/2015 | 05/2019 |
Logarus Wealth Solutions; Investment related, Portsmouth, NH, Offering investment services through Mariner Platform Solutions, start date; 05/2026, 160 hours per month during securities trading hours.
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