Mariner Wealth Advisors’ Keith Plywaczynski and Justin Richter Ranked Among Forbes’ 2020 Top Next-Gen Wealth Advisors List
Plywaczynski and Richter serve as role models, guiding the future of the wealth management industry
Overland Park, Kan. – July 30, 2020 – Mariner Wealth Advisors, national wealth advisory firm, is proud to announce that regional managing director Keith Plywaczynski and senior wealth advisor Justin Richter have been recognized on Forbes’ 2020 Top Next-Gen Wealth Advisors List. Plywaczynski ranked #15 and Richter ranked #346 on a list of 500 individuals.
The Top Next-Gen list recognizes rising advisors who help manage over $1 trillion in client assets in total. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research, using an algorithm of criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management.
“This recognition is so well-deserved. Keith and Justin are constantly raising the bar and they hold their team members to their standards of excellence as well,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “This list is intended to represent the future of the wealth management industry, and given Keith and Justin are in the company of several other great advisors, I am proud to see where it is going.”
With over a decade of experience in working to help clients achieve their financial goals, Plywaczynski focuses on the client experience and developing associate talent and working with clients at several of Mariner Wealth Advisors’ locations, including Chicago, Minneapolis, Milwaukee, Plano, Washington and Seattle. He is responsible for strategy and operational execution in these locations.
Richter, based in Kansas City, develops and delivers wealth planning and investment management solutions for high-net-worth and institutional clients. He also brings a long tenure in the industry, previously having served as a senior vice president and client advisor for UMB. He is also a member of Mariner Wealth Advisors’ investment team.
Mariner Wealth Advisors (“MWA”) is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser.
The 2020 Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For advisors already on a ranking, there is a fee to be highlighted in bold. For more information related to the award, visit https://www.forbes.com/top-next-gen-advisors/#7b7678996df0.
