linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Han

Mariner Independent

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Han

John Han is a financial advisor who has been in the industry for over two decades. John has a strong track record of providing investment advice to individuals, families, and businesses. John's specialties include financial planning, retirement planning, and investment management. John is a Chartered Financial Consultant and holds Series 7, 24, 65, and 66 licenses. John currently works with Mariner Independent in Campbell, CA.

Firm Information

John Han 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Han’s Registration & Firm History

CA

10/13/2023 - Present

Mariner Independent (Campbell CA)

CA

05/27/2010 - 12/03/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SAN JOSE CA)

CA

09/06/2006 - 04/29/2010

AFA FINANCIAL GROUP, LLC (SAN JOSE CA)

MN

03/29/2004 - 10/20/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/29/2004 - 10/20/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

07/26/2001 - 10/14/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/26/2001 - 10/14/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if John Han is right for you?

Licenses & Designations

IA

Issued 11/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/19/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 07/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Han.
Not sure if John Han is right for you?