Advisor at Mariner Institutional, LLC
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 Institutional, LLC
Location
Winter Park, KS 66211
Credentials
Series 63, Series 65
Industry experience
28 years
Timothy Duncan is a financial advisor with Mariner Institutional, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with various entities within the Mariner platform since 2014, including Mariner Wealth Advisors and Mariner Retirement Advisors. Duncan also serves as a member of the Lincoln Financial Group Consultant Advisory Council. Mariner Institutional is an investment and retirement plan consulting firm serving public and government entities, educational institutions, unions, endowments, foundations, corporations, and healthcare systems. The firm focuses on fiduciary consulting, asset allocation, manager research, and ongoing performance monitoring, employing a team-based approach supported by in-house research and risk control.
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
Winter Park, KS 66211
Kansas · Missouri
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.
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Series 65
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