Christina Lynn is a CFP-designated registered investment advisor at Mariner Wealth, based in Sioux Falls, SD, with 9 years of industry experience. Christina 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
6320 S Western Ave, Suite 100, Sioux Falls, SD, 57108
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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
Christina owns Lynn Financial LLC, a personal website, and dedicates a few hours per week to it. She also teaches a wealth management course at Columbia University and is writing a parenting book, spending minimal time on the book.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Kahler Financial Group, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Variable Investment Advisors, INC.Broker
State Registrations1 state
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