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Eric William Mundwiller

Mariner Independent

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About Eric William Mundwiller

Eric William Mundwiller is a financial advisor with Mariner Independent, a firm that has over 4 billion dollars in regulatory assets under management. Eric is a personal financial specialist and has over 29 years of experience in the financial services industry. Eric has worked with clients in a variety of industries, including business, finance, and education. His services include financial planning, portfolio management, and tax planning. Eric is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Eric Mundwiller 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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Eric Mundwiller’s Registration & Firm History

MO

09/24/2021 - Present

Mariner Independent (CHESTERFIELD MO)

MO

01/04/1994 - 06/02/2011

CENTURY SECURITIES ASSOCIATES, INC. (CHESTERFIELD MO)

MO

05/13/1992 - 01/24/1994

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 10/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric William Mundwiller.
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