Advisor at Mariner Institutional, LLC
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Firm
Mariner Institutional, LLC
Location
Overland Park, KS 66211
Credentials
ChFC®, Series 63, Series 65
Industry experience
39 years
David Stofer is a financial advisor at Mariner Wealth with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Mariner Institutional and Msec, LLC. Outside of his advisory work, he serves on the board of Evoshare, a non-investment-related company based in Berkeley, CA. Mariner Wealth is a large wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, employing both active and passive investment strategies.
Based on Mariner Institutional, LLC
Based on Mariner Institutional, LLC
Flat fees may be charged depending on the complexity of the engagement; fees are negotiated directly with clients
Tiered asset-based fee generally for Pathway DC Solution (specific tiers not disclosed)
Hourly charges reported in SEC Form ADV Part 1 (specific rates not disclosed in brochure)
Minimum fee: Fees could range from approximately $5,000 to over $1,000,000 annually depending on client size and complexity Fee-only: Annual retainer advisory fees paid directly by clients; fees may be fixed or variable, including fixed fees or percentage of assets under management for defined contribution plans
5700 W. 112th St., Suite 500
Overland Park, KS 66211
Arizona · Kansas
Mariner Institutional
2024 - Present (2 years)
Mariner wealth Advisors
2018 - Present (8 years)
Msec, Llc
2014 - 2024 (10 years)
Mariner Retirement Advisors
2014 - 2018 (4 years)
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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.
CFP®, Series 66
Overland Park, KS
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Series 63, Series 66
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CFP®, Series 63, Series 65
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Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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