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Robert Craig Spears

Mariner Wealth

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About Robert Craig Spears

Robert Craig Spears is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Mariner Wealth, where he provides financial planning, portfolio management, and other services. Robert has a broad range of experience, having previously worked for a number of other firms, including Cetera Investment Services LLC, Arvest Wealth Management, TIAA-CREF Individual & Institutional Services, LLC, and Arvest Asset Management. Robert is also a licensed insurance agent.

Firm Information

Robert Spears is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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family office services

Family office services

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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Robert Spears’s Registration & Firm History

AR

07/16/2024 - Present

Mariner Wealth (Fayetteville AR)

AR

02/07/2024 - 07/08/2024

CETERA INVESTMENT SERVICES LLC (FAYETTEVILLE AR)

AR

07/06/2018 - 12/04/2023

ARVEST WEALTH MANAGEMENT (Rogers AR)

KS

11/08/2013 - 06/14/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)

AR

11/02/2006 - 01/19/2012

ARVEST ASSET MANAGEMENT (BENTONVILLE AR)

KS

05/02/2002 - 08/18/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (WICHITA KS)

MO

01/01/2002 - 03/20/2002

BKD FINANCIAL L.L.C. (SPRINGFIELD MO)

MO

06/30/1999 - 03/01/2000

WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)

MO

09/05/1997 - 05/06/1999

COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)

FL

06/07/1995 - 09/12/1995

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

MO

05/08/1995 - 06/01/1995

BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Craig Spears.
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