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Clayton David Meyer is a financial advisor at Mariner Wealth Advisors, a firm based in Overland Park, Kansas. Clayton holds the Certified Financial Planner designation and is registered with the state of Missouri. Clayton has over 8 years of experience in the financial services industry, having previously worked for Parkside Financial Bank and Trust, Edward Jones, Wells Fargo, and Rent-a-Vet Movers. Clayton specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions.
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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MO
04/24/2023 - Present
Mariner Wealth (Brentwood MO)
Active
Inactive
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