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THE DISTRIBUTORS: BROKER-DEALERS & RIAs

NAPA FIRM PARTNERS

M FINANCIAL GROUP

MARINER WEALTH ADVISORS

PORTLAND, OR • MFIN.COM

OVERLAND PARK, KS • MARINERRETIREMENT.COM

KEY CONTACTS

KEY CONTACTS

Valerie Pimenta • valerie.pimenta mfin.com Shelley Sievers • shelley.sievers mfin.com

David Stofer • 1 . . 144 • david.sto er marinerretirement.com Mark Nothnagel • 1 . . 145 mark.nothnagel marinerretirement.com Dawn McPherson • 1 . . 14 • da n.mcpherson marinerretirement.com

FIRM PROFILE

With more than 145 Member irms in states, and the nited ingdom, M inancial roup is one o the nation s leading financial services design and distribution companies. ince 1 , M inancial s net ork o independent insurance, investment, and e ecutive benefit firms has served the needs o ultra a uent individuals, corporate e ecutives, success ul entrepreneurs, and ortune 1000 companies. or more in ormation about M inancial roup, please visit .mfin.com.

FIRM PROFILE

The retirement plan advisory team at Mariner Wealth dvisors provides advisory services to retirement plan sponsors ith a goal o improving employees retirement readiness and enhancing clients benefits packages. The firm provides a ide range o services, including plan design consulting, investment selection, asset allocation, investment policy statement preparation and maintenance, and fiduciary support.

PRIMARY MARKET(S) SERVED

Micro

$1 million • mall $1 $10 million • Mid $10 $100 million

PRIMARY MARKET(S) SERVED

OPTIONS AVAILABLE

mall $1 $10 million • Mid $10 $100 million arge $100 $250 million

• re erred rovider rogram

• etirement ales Desk epresentative

OPTIONS AVAILABLE

• usiness Development Consultants

• rd arty endor nalysis Tool

• ecruiter or etirement lan dvisors

• rd arty Investment nalysis Tool

• rd arty endor nalysis Tool

• Other Tools

• rd arty Investment nalysis Tool

• enchmarking Tools

• enchmarking Tools

• llo s iduciary Declaration 21

• C M Data ggregation

• Custom isk ased Target Date Models

• llo s iduciary Declaration 21

• lan Design Consulting

• Custom isk ased Target Date Models

• Consulting on M s

• lan Design Consulting

• lan ponsor iduciary Training

HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS

• table alue nalysis

3RD PARTY CLEARING BD

HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS

• Minimum ee chedules

0

M oldings ecurities, Inc.

10

3RD PARTY CLEARING BD

86 NAPA BLACK BOOK

BB_WIN18_74-101_BrokersRIAs.indd 86

2018

12/4/18 8:32 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.