linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul M Neltner

Mariner Independent

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

About Paul M Neltner

Paul Neltner is an investment advisor representative with Mariner Independent. Paul has been in the financial services industry for over 20 years and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Paul is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Paul holds a Series 63, Series 7 and SIE license. Paul has a strong background in tax and financial planning, and he is committed to providing his clients with personalized advice and guidance. Paul has experience with various types of clients, including high-net-worth individuals, corporations, and pension plans.

Firm Information

Paul Neltner 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.

Paul Neltner’s Registration & Firm History

KY

05/06/2024 - Present

Mariner Independent (Covington KY)

KY

01/02/2015 - 05/29/2024

PRIVATE CLIENT SERVICES, LLC (Covington KY)

OH

12/04/2001 - 01/06/2015

FOURTH STREET FINANCIAL GROUP, INC. (CINCINNATI OH)

IN

01/07/2000 - 08/06/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

Not sure if Paul M Neltner is right for you?

Licenses & Designations

BC

Issued 04/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul M Neltner.
Not sure if Paul M Neltner is right for you?