LL
Leon Loewenstine
Principal at Mariner
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Work Experience
Principal
Oct 2012 - Present · 12 years and 2 months
Managing Director
Aug 2002 - Sep 2012 · 10 years and 1 months
Company Details
1001-5000 Employees
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Year Founded
2006
Social Media
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Industry
Financial Services, Retirement & Financial Planning, Real Estate Services
HQ Location
5700 W. 112th Suite 200 Overland Park, KS 66211, US
Keywords
risk managementconsulting servicesretirement planning servicesinvestment analysis and selectiosset managementbusiness retirement plansphilanthropymulti-generational wealth planninginvestingwealth planning
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