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Tobias C Bond

Mariner Wealth

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About Tobias C Bond

Tobias Bond is a financial advisor with Mariner Wealth. Tobias is a Certified Financial Planner with a total of 2 registrations, all of which are active. Tobias is registered in Illinois and Texas. Tobias has a total of 3 employment records. Tobias currently works at Mariner Wealth. Tobias has experience with corporations or other businesses, high-net-worth individuals, insurance companies, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, banking or thrift institutions, and state or municipal government entities. Tobias provides financial planning, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting.

Firm Information

Tobias Bond 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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Tobias Bond’s Registration & Firm History

TX

08/31/2016 - Present

Mariner Wealth (Plano TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tobias C Bond.
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