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Chase Wilson Mauro

Mariner Independent

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About Chase Wilson Mauro

Chase Wilson Mauro is a financial advisor with Mariner Independent located in Bellingham, Washington. Chase has been in the industry since 2019 and holds Series 66, 7TO, 99TO, and SIE licenses. Chase has a wide range of experience in financial planning, portfolio management, and traditional insurance products. Chase is a highly experienced professional who has helped individuals and families achieve their financial goals. Prior to joining Mariner Independent, Chase worked at UBS Financial Services Inc. and PURSHE KAPLAN STERLING INVESTMENTS.

Firm Information

Chase Mauro is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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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.

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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Chase Mauro’s Registration & Firm History

WA

04/22/2022 - Present

Mariner Independent (Bellingham WA)

WA

04/22/2022 - 10/31/2023

PURSHE KAPLAN STERLING INVESTMENTS (Bellingham WA)

WA

06/12/2020 - 05/03/2022

UBS FINANCIAL SERVICES INC. (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 08/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Wilson Mauro.
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