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Greg Bowen

Mariner Wealth Advisors

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223

503-620-5236

Navigating your Financial Future

About Mariner Wealth Advisors

Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.

General Information

Firm Start Year

2005

No.of Employees

1000-1999

CRD#

2328903

Firm CRD#

10299

Name of Broker/Dealer

MSEC

Name of Custodial Firm

TD Ameritrade, Charles Schwab, Fidelity

Years of Experience in Financial Services

28

Number of Years with Current Firm

1

Work Experience

28 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning, Retirement Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types

Annuities, Insurance, Real Estate, Mortgages & Real Estate, Stocks, Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Our Office, Via Phone

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®

Securities Licenses

Series 65, Series 63, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Long Term Care, Life, Health, Annuity

Financial Organization Memberships

FSI, Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

60,000,000,000

Advisor's Number of Clients

150

Advisor's Number of Managed Clients

125

Advisor's Number of Planning Clients

110

Assets Managed by Advisor

150000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

Fee % Based on Assets

1%

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Flat Fee Accounts

$1000

Disclaimer

MSEC, member FINRA, SIPC