Advisor at Mariner Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mariner Advisor Network
Location
Wichita, KS 67202
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Bradley Moser is a CFP® professional with 39 years of experience in the financial services industry. He is currently affiliated with Mariner Advisor Network and Aero Capital, having previously worked at Stifel for 26 years. Outside of finance, he is involved in a musical band as an artist and musician. Mariner Advisor Network operates as an enterprise RIA with a decentralized network of Investment Adviser Representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting services, along with access to model portfolios, third-party managers, and technology-enabled managed account programs.
Based on Mariner Advisor Network
Based on Mariner Advisor Network
Fixed fees for financial planning typically range from $2,500 to $50,000 depending on complexity.
0.4% to 2.75% (negotiable, depending on platform, service, and IAR discretion)
Certain IARs are licensed insurance agents and receive commissions on sales; commissions also received from mutual funds and securities sold through LPL.
Hourly consulting rates range from $100 to $400 per hour depending on advisor experience.
Subscription (flexible payment) financial planning fees billed monthly, quarterly, or bi-annually using AdvicePay platform.
Account minimum: $5,000 Fee-only: Consulting and Financial Planning Services fees are negotiable; fixed fees typically range from $2,500 to $50,000; hourly rates $100 to $400 per hour; subscription fees available.
150 N. Main, Cc10
Wichita, KS 67202
Kansas · Texas
Aero Capital
2024 - Present (2 years)
Mariner Independent Advisor Network
2024 - Present (2 years)
LPL Financial
2024 - Present (2 years)
STIFEL
1998 - 2024 (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Wichita, KS
American Freedom Investments, LLC
Series 63, Series 66
Rose Hill, KS
Tower Financial Strategies Corp.
Series 65
Haysville, KS
Summit Wealth LLC
Series 63, Series 65
Wichita, KS
Coordinated Financial Management
CFP®, Series 66
Wichita, KS
Tomassi Financial Planning, LLC
CFP®, PFS™, Series 65, Series 66
Valley Center, KS
Strategic Asset Management, LLC
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