Unclaimed
Zachary Van Housen is an investment advisor representative at Mariner Wealth. Zachary is registered with the state of New Jersey. Zachary has been in the industry since June 2017. The firm provides advisory services such as financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Mariner Wealth has offices in Manasquan, NJ and Overland Park, KS.
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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NJ
10/22/2020 - Present
Mariner Wealth (MANASQUAN NJ)
IA
Issued 07/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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