Patty Van Vleet

Client Service Associate at Mariner Wealth Advisors - Leawood, KS, US

Patty Van Vleet's Colleagues at Mariner Wealth Advisors
Joey Bruner

Associate Retirement Plan Consultant

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Brad Rollins

Vice President, Investments

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Adam Lodge

Senior Wealth Advisor

Contact Adam Lodge

Thomas Hardy

Senior Retirement Plan Advisor

Contact Thomas Hardy

Lauren Gravlee

Senior Client Service Associate

Contact Lauren Gravlee

Trey Cooper

Director | Senior Wealth Advisor

Contact Trey Cooper

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Patty Van Vleet's Contact Details
HQ
913-647-9700
Location
Tulsa, Oklahoma, United States
Company
Mariner Wealth Advisors
Patty Van Vleet's Company Details

Mariner Wealth Advisors

Leawood, KS, US • 1000 - 4999 Employees
Financial Services

Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important.Our clients include individuals, families & institutions. 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 planningTo learn more about us, please visit marinerwealthadvisors.com.Mariner Wealth Advisors ("MWA") is an SEC registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marinerwealthadvisors.com/legal. Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser. Information included here may include statements concerning financial market trends and/or individual stocks, and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Brokerage Services are provided by MSEC, LLC Member FINRA & SIPC, an affiliate of Mariner Wealth Advisors

Financial planning risk management consulting services retirement planning services investment analysis and selection asset management business retirement plans philanthropy multi-generational wealth planning B2B B2C Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Mariner Wealth Advisors
Frequently Asked Questions about Patty Van Vleet
Patty Van Vleet currently works for Mariner Wealth Advisors.
Patty Van Vleet's role at Mariner Wealth Advisors is Client Service Associate.
Patty Van Vleet's email address is ***@marinerwealthadvisors.com. To view Patty Van Vleet's full email address, please signup to ConnectPlex.
Patty Van Vleet works in the Financial Services industry.
Patty Van Vleet's colleagues at Mariner Wealth Advisors are Joey Bruner, Brad Rollins, Florence Ironside, Adam Lodge, Thomas Hardy, Lauren Gravlee, Trey Cooper and others.
Patty Van Vleet's phone number is 913-647-9700
See more information about Patty Van Vleet