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Matthew N Wallen

Mariner Independent

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About Matthew N Wallen

Matthew Wallen is a financial advisor with Mariner Independent, a registered investment advisor. Matthew has been in the financial services industry for over 11 years. Matthew is a Certified Financial Planner, Chartered Financial Consultant and Chartered Financial Analyst. Matthew has a strong track record of providing financial advice to individuals and families. Matthew is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals.

Firm Information

Matthew Wallen 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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Matthew Wallen’s Registration & Firm History

SC

01/24/2023 - Present

Mariner Independent (FORT MILL SC)

NY

03/21/2011 - 07/28/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BINGHAMTON NY)

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Licenses & Designations

BC

Issued 04/13/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew N Wallen.
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