Unclaimed
John Austin Vandesteeg is an Investment Advisor Representative associated with Mariner Wealth. John has been in the industry for 1 year. John is registered to provide investment advisory services in Texas. John holds the Series 65 license. John specializes in the following areas: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, pension consulting, educational seminars, selection of other advisers, publication of periodicals, and family office services.
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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2
TX
06/04/2024 - Present
Mariner Wealth (Plano TX)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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