Katrina Radenberg is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 19 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
5700 W. 112th Street, Suite 500, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katrina is the Chief Investment Officer at Mariner Holdings, dedicating nearly full-time hours to this role. She also serves as President of the Foundation Board for Mariner Foundation and is a yoga instructor, spending minimal time on each. Additionally, Katrina is a Trustee for Bicknell Family Foundation, spending minimal time on this role as well.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Montage Securities, LLCBroker
Montage Investments, LLC
Mariner Wealth Advisors, LLC
Fb Capital Management of Kansas INC.
State Registrations1 state
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