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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak meridianRadial bridge
- Established Date
- 04-24-2006
- Office Locations
- 174
Office Locations
About Mariner
Mariner Wealth (Overland Park, KS) is a retail and institutional RIA providing integrated financial planning, tax and estate planning, retirement and insurance solutions, and portfolio construction for individuals and entrepreneurs. Investment implementation spans ETFs and mutual funds alongside fixed income and alternatives (e.g., private equity/credit, real estate, hedge funds). Common custody includes Schwab and Fidelity, supported by a large multi-office advisor network.
Team overview
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Owner & Executives
CHERYL RENEE BICKNELL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
MARTIN CHRISTOPHER BICKNELL
Chief Executive Officer, Financial Advisor
- CRD
- #2007121
- Ownership
- Less than 5%
Unison bridge
Ridge crest beacon
- CRD
- #82664
- Ownership
- 17.8%
Showing 2 of 8 owners & executives
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ROBERT JOSEPH ABRAHAM II
Investment Analyst
- CRD
- #6894531
Jarrett Chase Adam
--
- CRD
- #8039304
Bridge ridge
Vector glacier
- CRD
- #50451
Showing 2 of 963 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,188,072,311 | $668,501 |
| Non-Discretionary | $2,220,416,977 | $882,519 |
| Total | $125,408,489,288 | $671,384 |
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Separately Managed Accounts
Total SMA Asset: $125,399,245,725
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $97,540,572 | 8.9% |
| Equity - Exchange | $169,874,030 | 15.5% |
| Cash | $85,484,996 | 7.8% |
| Corporate - Investment Grade | $122,747,686 | 11.2% |
| Municipal Bonds | $123,843,648 | 11.3% |
| U.S. Government/Agency | $75,621,342 | 6.9% |
| Private Funds | $302,485,370 | 27.6% |
| Derivatives | $118,363,841 | 10.8% |
| Total | $1,095,961,485 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME MATRIX | LEGACY VALUE | DYCLL9SHY | ZUSF | 11.31% | $40,916,818 |
| EAGLE GLACIER INSIGHT | WAVE PIONEER | TAVXTIXHR | XBIEQ | 5.65% | $33,315,433 |
| DELTA BEACON | VALUE CREST | HJ6A4X4JV | MXYVF | 8.55% | $80,967,221 |
| GLACIER EAGLE | SIGNAL CREST | BM57DHZCE | NWDY | 4.36% | $111,106,289 |
| SIGNAL BRIDGE | CATALYST ALPHA | 3MRK72VU8 | EFXSZ | 10.61% | $88,170,311 |
| SUMMIT LEGACY | ZENITH NORTH | 8YAABHQ77 | YBC | 9.49% | $108,880,846 |
| FRONTIER FOCUS | OAK BRIDGE | DC0HLPPWE | DMQ | 11.11% | $48,210,534 |
| RIDGE CAPITAL CREST | ZENITH FOUNDATION | KR18FEJVI | WHFMQ | 10.92% | $77,182,494 |