Mariner Wealth Advisors Ic, Llc
SEC-registered
Investment Adviser
CRD 289886
· SEC file 801-111823
· Overland Park, KS
· www.mariner.com
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ADV data as of Jun 17, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 65
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (71)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Danhakl, John, Glenn | Trustee | Oct 1997 (29y) | GP / trustee / elected manager of The Danhakl Revocable Trust (indirect) | |
| Sokoloff, Jonathan, Davis | Trustee | Oct 1997 (29y) | GP / trustee / elected manager of The Sokoloff Family Trust (indirect) | |
| Anne Jenelle Dorian | General Counsel, Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Bicknell, Cheryl, Renee | Chief Operating Officer | Sep 2017 (9y) | Less than 5% | |
| Martin Christopher Bicknell | Chief Executive Officer | Sep 2017 (9y) | Less than 5% | |
| Henson, Gary, Paul | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Seiffer, Jonathan, Adam | Elected Manager | Jul 2021 (5y) | GP / trustee / elected manager of Mwa Holdco, Llc (indirect) | |
| Kiefer Goldenberg, Maureen, Kim | Senior Vice President, Compliance | Nov 2022 (4y) | Less than 5% | |
| Daniel Jon Davis | Registered representative | Jan 2018 (9y) | ||
| Ryan Michael Luetkenhaus | Registered representative | Jan 2018 (9y) | ||
| Scott D Sorenson | Registered representative | Jan 2018 (9y) | ||
| Travis John Schmitz | Registered representative | Jan 2018 (9y) | ||
| Robert Harold Berger | Registered representative | Jan 2018 (9y) | ||
| Patrick John Calvert | Registered representative | Jan 2018 (9y) | ||
| Brent Travis Friehauf | Registered representative | Feb 2018 (8y) | ||
| Michael James Smith | Registered representative | Apr 2018 (8y) | ||
| Andrew John Worthington | Registered representative | Sep 2019 (7y) | ||
| Christopher Dale Ford | Registered representative | Sep 2019 (7y) | ||
| Joshua James Honn | Registered representative | Sep 2019 (7y) | ||
| Paul Elliot Cohen | Registered representative | Oct 2019 (7y) | ||
| Joan Kathryn Morrow | Registered representative | Jan 2020 (7y) | ||
| Clinton Alan Heaser | Registered representative | Feb 2020 (6y) | ||
| Timothy George Brucker | Registered representative | Feb 2020 (6y) | ||
| Timothy Robert Marshall | Registered representative | Feb 2020 (6y) | ||
| Scott A. Brokke | Registered representative | Aug 2020 (6y) | ||
| Deann Lynn Morgan | Registered representative | CFP | Nov 2020 (6y) | |
| Dennis John Muyskens | Registered representative | Nov 2020 (6y) | ||
| Lisa Marie Johnson | Registered representative | Nov 2020 (6y) | ||
| Steven Kelly Duggan | Registered representative | Nov 2020 (6y) | ||
| Jordan Ray Downey | Registered representative | Mar 2021 (5y) | ||
| Randall Eric Kathol | Registered representative | Mar 2021 (5y) | ||
| Daniel Frank Hutchins | Registered representative | Personal Financial Specialist | Feb 2022 (4y) | |
| Elizabeth Anne Golway | Registered representative | Personal Financial Specialist | Jun 2022 (4y) | |
| David S Pummel | Registered representative | Aug 2022 (4y) | ||
| Jason Christopher Miller | Registered representative | Nov 2022 (4y) | ||
| Robert Lyle Jones | Registered representative | CFP | Feb 2023 (3y) | |
| Frank Joseph Palermo | Registered representative | Feb 2023 (3y) | ||
| Theodore Korver | Registered representative | Aug 2023 (3y) | ||
| Daniel Stearns | Registered representative | Nov 2023 (3y) | ||
| Emmett Ryan Mulcahy | Registered representative | Dec 2023 (3y) | ||
| Jonathan Michael Fortin | Registered representative | Dec 2023 (3y) | ||
| Thomas William Schleisman | Registered representative | Feb 2024 (2y) | ||
| Christopher John Mc Kay | Registered representative | Apr 2024 (2y) | ||
| Kalen Kenneth Richey | Registered representative | May 2024 (2y) | ||
| Angela Lea Zirkelbach | Registered representative | Jun 2024 (2y) | ||
| Michael Ray Combs | Registered representative | Jun 2024 (2y) | ||
| Adam Robert Decker | Registered representative | Aug 2024 (2y) | ||
| Joseph S James | Registered representative | Personal Financial Specialist | Aug 2024 (2y) | |
| Jeff Joseph Burds | Registered representative | Aug 2024 (2y) | ||
| Donna Jeanette Briggs | Registered representative | Aug 2024 (2y) | ||
| Andrea Faye Usry | Registered representative | Sep 2024 (2y) | ||
| Edward David Agostinelli | Registered representative | Nov 2024 (2y) | ||
| Kevin Baker | Registered representative | Nov 2024 (2y) | ||
| Stephen Bickert | Registered representative | Jan 2025 (2y) | ||
| Justin Alan Plate | Registered representative | Mar 2025 (1y) | ||
| Sherri Anderson | Registered representative | Mar 2025 (1y) | ||
| Toni Marie Schwahn | Registered representative | Apr 2025 (1y) | ||
| Taylor Gilpin | Registered representative | Jun 2025 (1y) | ||
| Preston Blair Smith | Registered representative | Jun 2025 (1y) | ||
| Trisha Joy Rieman | Registered representative | Personal Financial Specialist | Jun 2025 (1y) | |
| Ali Diaz Febres | Registered representative | Aug 2025 (1y) | ||
| Scott Michael Martin | Registered representative | Nov 2025 (1y) | ||
| Jeffrey Allan Neumeister | Registered representative | Nov 2025 (1y) | ||
| Douglas Patrick Gocke | Registered representative | Dec 2025 (1y) | ||
| Nicholas Ong | Registered representative | Jan 2026 (1y) | ||
| Michael Ronald Creswell | Registered representative | Feb 2026 (0y) | ||
| Neil Denman | Registered representative | Feb 2026 (0y) | ||
| Trevor Friedman | Registered representative | Mar 2026 (0y) | ||
| Dakon Mortenson | Registered representative | Mar 2026 (0y) | ||
| Collin Sullivan | Registered representative | Apr 2026 (0y) | ||
| George Francis O'brien | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mariner Wealth Advisors | Managing Member | Sep 2017 | A | 75% or more |
| Mariner Wealth Advisors, Llc | Managing Member | Sep 2008 | B | ≈ 56.25% – 100% via Mariner Wealth Advisors |
| Green Equity Investors Side Viii L.P. | Member | Apr 2021 | B | 75% or more of Gei Viii Mw Blocker Llc (indirect) |
| Leonard Green & Partners, L.P. | Manager | Jul 2014 | B | 75% or more of Peridot Coinvest Manager Llc (indirect) |
| Emerald Holdings Ii, L.P. | Limited Partner | Nov 2022 | B | 75% or more of Lgp Feeder. L.P. (indirect) |
| Gei Viii Mw Blocker Llc | Member | Apr 2021 | B | 50% – 75% of Gei Viii Mw Aggregator Llc (indirect) |
| Lgp Feeder. L.P. | Limited Partner | Nov 2022 | B | 50% – 75% of Leonard Green & Partners, L.P. (indirect) |
| Gei Viii Mw Aggregator Llc | Member | Jun 2021 | B | 25% – 50% of Mwa Holdco, Llc (indirect) |
| Green Equity Investors Viii L.P. | Member | Apr 2021 | B | 25% – 50% of Gei Viii Mw Aggregator Llc (indirect) |
| The Danhakl Revocable Trust | Limited Partner | Jun 2012 | B | 25% – 50% of Emerald Holdings Ii, L.P. (indirect) |
| The Sokoloff Family Trust | Limited Partner | Jun 2012 | B | 25% – 50% of Emerald Holdings Ii, L.P. (indirect) |
| Mwa Midco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mariner Wealth Advisors, Llc (indirect) |
| Mwa Holdco, Llc | Manager | Jun 2021 | B | GP / trustee / elected manager of Mwa Midco, Llc (indirect) |
| Peridot Coinvest Manager Llc | Manager | Apr 2021 | B | GP / trustee / elected manager of Gei Viii Mw Aggregator Llc (indirect) |
| Gei Capital Viii, Llc | General Partner | Jun 2019 | B | GP / trustee / elected manager of Green Equity Investors Viii L.P. (indirect) |
| Lgp Management, Inc. | Manager | Dec 2019 | B | GP / trustee / elected manager of Gei Capital Viii, Llc (indirect) |
| Emerald Holdings I, Llc | General Partner | Aug 2016 | B | GP / trustee / elected manager of Emerald Holdings Ii, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mariner Wealth Advisors, Llc: 75% – 100% of Mariner Wealth Advisors × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (55)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Beech Acres 401(k) Retirement Savings Plan | Beech Acres | 162 | $5.9M | 07/01/2024 |
| Ewing Foley, Inc. Employee Stock Ownership Plan | Ewing Foley, Inc. | 99 | $25.4M | 07/01/2024 |
| Ibew Local 688 Retirement Fund | Board Of Trustees Of Ibew Local 688 Retirement Fund | 200 | $18.8M | 06/01/2024 |
| Cement Masons Local No. 524 Pension Plan | Board Of Trustees, Cement Masons Local No. 524 Pension Plan | 74 | $3.9M | 06/01/2024 |
| Ibew Local No. 32 Neca Profit Sharing Annuity Plan | Board Of Trustees Ibew Local No 32 Neca Psap | 365 | $44.5M | 06/01/2024 |
| Ohio Local No 1 Operative Plasterers And Cement Masons Pension Fund | Bd Of Trustees Ohio Local No 1 | 338 | $31.2M | 05/01/2024 |
| Ibew Local 129 Pension Fund Pension Plan | Ibew Union Local 129 | 314 | $123M | 05/01/2024 |
| Bricklayers Local No. 8 Pension Fund | Bricklayers Local No. 8 Pension Fund Board Of Trustees | 104 | $46.1M | 05/01/2024 |
| Cement Masons Local Union No. 179 Pension Plan | Cement Masons Local Union No. 179 Pension Plan Board Of Trustees | 59 | $18.0M | 05/01/2024 |
| Gdh Consulting, Inc. 401(k) Plan | Gdh Consulting, Inc. | 364 | $17.4M | 01/01/2024 |
| Mariner Wealth Advisors Pooled Employer Plan | Slavic Integrated Administration, Inc. | 102 | — | 01/01/2024 |
| John Mourier Construction Inc Profit Sharing Plan | John Mourier Construction Inc | 162 | $27.6M | 01/01/2024 |
| Westin Inc. 401 K Plan | Westin Inc. | 173 | $11.2M | 01/01/2024 |
| Valenz 401(k) Retirement Savings Plan | United Claim Solutions, Llc | 528 | $13.5M | 01/01/2024 |
| Baker University Defined Contribution Retirement Plan | Baker University | 195 | $34.9M | 01/01/2024 |
| Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(k) Provisions) | Clark, Schaefer, Hackett & Co. | 540 | $136M | 01/01/2024 |
| Hoefer Welker, Llc 401(k) Plan | Hoefer Welker, Llc | 158 | $16.7M | 01/01/2024 |
| Block Real Estate Services Llc 401 K Savings Plan | Block Real Estate Services Llc | 354 | $5.7M | 01/01/2024 |
| Hanson Bridgett Llp Associate 401(k) Plan | Hanson Bridgett Llp | 129 | $43.1M | 01/01/2024 |
| Episcopal Retirement Services Staff Retirement Plan | Episcopal Retirement Homes, Inc. | 621 | $20.3M | 01/01/2024 |
| Ibew Local No. 32 Neca Pension Plan | Board Of Trustees Of The Ibew Local No. 32 Neca Pension Plan | 239 | $41.0M | 01/01/2024 |
| Akrs Equipment Solutions Inc. 401 K Plan | Akrs Equipment Solutions Inc. | 736 | $86.4M | 01/01/2024 |
| Greenwaste Recovery, Llc Retirement Plan | Greenwaste Recovery, Llc | 882 | $61.8M | 01/01/2024 |
| Alliance Coal, Llc And Affiliates Profit Sharing And Savings Plan | Alliance Coal, Llc | 3,732 | $639M | 01/01/2024 |
| Shlemmer+Algaze+Associates Interiors & Architecture, Inc. 401(k) Plan | Shlemmer+Algaze+Associates Interiors & Architecture, Inc. | 135 | $18.8M | 01/01/2024 |
Top 25 of 55 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • IARS ARE COMPENSATED FOR REFERRALS
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗