Unclaimed
Bret Lee Ambrosier is an Investment Advisor Representative in Kansas. Bret is licensed to provide investment advice through Mariner Wealth Advisors, and Bret's professional experience includes work with a variety of financial institutions. Bret is a graduate of Kansas State University and has over ten years of experience in the financial services industry. Bret specializes in financial planning, portfolio management, and other services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
03/15/2023 - Present
Mariner Wealth (Overland Park KS)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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