Mariner Wealth Advisors Fact Sheet
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February 2012
Barron’s ranks Marty Bicknell of Mariner Wealth Advisors the #1 Financial
Advisor in the state of Kansas for the fourth consecutive year.
Industry recognition an honor for national wealth advisory firm headquartered in Kansas City area.
January 2012
Adams Hall Asset Management Joins Mariner Wealth Advisors
Mariner Wealth Advisors adds wealth management professionals and expands its national footprint.
November 2011
Mariner Wealth Advisors Continues To Expand
Appoints former Fidelity executive to spearhead national growth efforts
August 2011
Marty Bicknell of Mariner Wealth Advisors Ranks as One of the
Top Ten Independent Wealth Advisors by Barron’s for Second Year In A Row
Industry recognition an honor for national wealth advisory firm headquartered in Kansas City area
August 2011
Active and Affluent, New Wave of Retirees Is Changing the Calculus on Commerce
Presented by Ingram's. Sponsored by Mariner Wealth Advisors.ﾠ
February 2011
Barron's Ranks Mariner Wealth Advisors #1 Advisors in Kansas for Third Straight Year
For the third year running, Mariner Wealth Advisors has been named the best financial advisor in the state of Kansas, according to Barron’s magazine – one of the nation’s most respected publications covering financial news and market developments.
January 2011
CBIZ Wealth Management Joins Mariner Wealth Advisors
Recognized by Barron’s as one of the top independent investment advisors in the U.S., Mariner adds 24 to its wealth team and offices on both coasts.
October 2010
Barron's Names Mariner CEO 2nd Top Advisor in America
Here are America’s leading independent investment advisors, based on assets under management, revenue generated for firms and quality of practice.
September 2009
Barron's Names Mariner CEO 12th Top Advisor in America
Mariner Wealth Advisors, LLC has announced that its CEO, Martin Bicknell, has been named the 12th top independent investment advisor in America for 2009 by Barron’s magazine, the Dow Jones Business and Financial Weekly.
May 2009
Members of The Plaza Group at Smith Barney Join Mariner Wealth Advisors
Mariner Wealth Advisors is pleased to announce that members of The Plaza Group at Smith Barney, 2nd Vice Presidents Scott Wesley and Alisa Roth, have joined the firm effective immediately.
January 2009
Mariner Adds to Wealth Management Staff
Mariner Holdings, LLC, is pleased to announce the addition of three experienced investment professionals to their staff. Katie Dunn Fitzgerald comes to the firm from UBS Financial Services, Inc., while Trey Barnes and Herb Sih join the firm from Wachovia Securities, formerly A.G. Edwards.
December 2008
Gaeddert Joins Mariner as Business Development Officer
Mariner Holdings, LLC, is pleased to announce that Brad Gaeddert has joined the firm in the role of business development officer. Gaeddert’s role will include creation and development of new business opportunities for the various entities under the Mariner Holdings umbrella of companies.
May 2008
Foley Named Chief Operations Officer & Chief Technology Officer
Mariner Wealth Advisors announced that Jeff Foley has joined the firm as chief operations officer and chief technology officer. His responsibilities will include oversight for the planning, organizational structure, and management of Mariner’s day-to-day activities.
October 2008
Powell Becomes Chief Equity Strategist
Mariner Wealth Advisors announces that Kenneth A. Powell, CFA, has joined the firm as chief equity strategist. He will be responsible for managing the firm’s core equity portfolios.
September 2007
Henson Becomes New Chief Investment Officer
Mariner Wealth Advisors announces that Gary Henson, CFA, CFP has joined the firm as chief investment officer. He will be responsible for the day-to-day oversight of the firm’s investment related functions.
October 2006
MWA Rings Closing Bell on Market
Mariner Wealth Advisors (MWA) is pleased to announce that its CEO, Marty Bicknell, and company president, Bruce Kusmin helped ring the closing bell at the New York Stock Exchange on Thursday, October 19, 2006.