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Rachel Ann Vega

Mariner Independent

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About Rachel Ann Vega

Rachel Ann Vega is a financial advisor with Mariner Independent. Rachel has been in the industry since 2015 and has a wealth of experience working with high-net-worth individuals, corporations, and charitable organizations. Rachel is a Certified Financial Planner™ and specializes in providing financial planning, investment management, and retirement planning services. Rachel has a strong track record of helping clients achieve their financial goals. Rachel is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Rachel Vega 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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Rachel Vega’s Registration & Firm History

CA

06/22/2022 - Present

Mariner Independent (Los Angeles CA)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Ann Vega.
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