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Mitchell William Spinneberg is a financial advisor with Mariner Wealth. Mitchell is registered with the state of California and has been in the industry since June of 2018. Mitchell is a graduate of the University of San Diego. Mitchell is located in the Los Angeles, California area. The firm has a main office located in Overland Park, Kansas. Mitchell has earned the Series 65 designation. Mariner Wealth focuses on financial planning, pension consulting, and portfolio management for individuals and businesses.
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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CA
03/01/2022 - Present
Mariner Wealth (LOS ANGELES CA)
IA
Issued 07/27/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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