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Origen de la red de primer grado Dan Tucker.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Mariner Wealth Advisors-Omaha LLC
![]() Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.
2
| Subsidiary | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Dan Tucker a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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University of Nebraska | College/University | Undergraduate Degree | |
AdvisorOne Funds | Director/Board Member | ||
Great Lakes Small Cap Opportunity Fund | Investment Trusts/Mutual Funds | Director/Board Member | |
Northern Lights Variable Trust | Investment Trusts/Mutual Funds | Director/Board Member | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
Alternative Strategies Fund
![]() Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Corporate Officer/Principal | |
Grace College & Seminary | College/University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 13 |
Sectorial
Miscellaneous | 7 |
Consumer Services | 3 |
Finance | 3 |
Commercial Services | 2 |
Operativa
Director/Board Member | 8 |
Chief Investment Officer | 2 |
Investment Committee Member | 2 |
Undergraduate Degree | 2 |
Corporate Officer/Principal | 2 |
Las relaciones más conectadas
Insiders | |
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Gary William Lanzen | 14 |
Randy Korth | 3 |
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