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Charles Edward McConnell

Mariner Wealth

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About Charles Edward McConnell

Charles McConnell is an investment advisor representative with Mariner Wealth, based in Madison, NJ. Charles has been in the financial services industry since 2013, and specializes in portfolio management for individuals, businesses and pooled investment vehicles. Charles has a Series 6 license, which allows them to sell variable contracts, and a Series 65 license to provide investment advisory services. Prior to joining Mariner Wealth, Charles worked at CETERA FINANCIAL SPECIALISTS LLC and Northwestern Mutual Investment Services, LLC.

Firm Information

Charles McConnell 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Charles McConnell’s Registration & Firm History

NJ

10/21/2021 - Present

Mariner Wealth (MADISON NJ)

NY

07/19/2013 - 09/12/2014

CETERA FINANCIAL SPECIALISTS LLC (NEW YORK NY)

NY

04/07/2008 - 06/05/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Edward McConnell.
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