GregBowen- Financial Advisor Portland, OR

Home > Financial Advisor Directory > oregon > portland

About Greg Bowen

Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.

See Disclosures

General Information

Firm Start Year

2005

No. of Employees

1000-1999

CRD#

2328903

Firm CRD#

10299

Name of Broker/Dealer

MSEC

Name of Custodial Firm

TD Ameritrade, Charles Schwab, Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

28 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Wealth Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Securities Licenses

Series 6, Series 7, Series 24, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Variable Life, Annuity, Health, Life, Variable Annuity

Financial Organization Memberships

FSI, Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

60,000,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

150000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Commissions, Hourly, Based on Assets

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$2500

Minimum Fee Charged for Flat Fee Accounts

$1000

Disclaimer

MSEC, member FINRA, SIPC

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Greg Bowen

Mariner Wealth Advisors