linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carl William Endy

Mariner Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carl? Claim Your Profile

About Carl William Endy

Carl Endy is a financial advisor with over 20 years of experience in the financial services industry. He is a Certified Financial Planner and a Certified Public Accountant. Carl is currently registered with Mariner Wealth and is also licensed in Maryland, Pennsylvania, and Virginia. Previously, Carl has worked at Raymond James Financial Services, Inc. and MONY Securities Corp. Carl specializes in providing financial planning and wealth management services to individuals, families, and businesses.

Firm Information

Carl Endy is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carl Endy’s Registration & Firm History

PA

02/13/2023 - Present

Mariner Wealth (Center Valley PA)

PA

12/05/2002 - 11/14/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (LANSDALE PA)

NY

11/30/1995 - 06/12/1997

MONY SECURITIES CORP. (NEW YORK NY)

Not sure if Carl William Endy is right for you?

Licenses & Designations

IA

Issued 10/11/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl William Endy.
Not sure if Carl William Endy is right for you?