Profil
Justin L.
Richter worked as a Senior Wealth Advisor at Mariner LLC and Mariner Wealth Advisors-Leawood LLC, as well as a Senior Vice President & Client Advisor at BOKF, NA.
He also worked as a Principal at UMB Bank & Trust, NA.
Richter received his undergraduate degree from The Wharton School of the University of Pennsylvania in 2004.
Anciens postes connus de Justin L. Richter
| Sociétés | Poste | Fin |
|---|---|---|
Mariner Wealth Advisors-Leawood LLC
 Mariner Wealth Advisors-Leawood LLC Investment ManagersFinance Founded in 2014, Mariner Wealth Advisors–Leawood LLC is a registered investment advisor located in Leawood, Kansas. The firm does business as Mariner Wealth Advisors. The firm''s majority owner is Mariner Wealth Advisors LLC. The Bicknell Family Holding Co. LLC is the manager of Mariner Holdings. Martin Bicknell is the elected manager of the Bicknell Family Holding Co. Mariner Wealth Advisors primarily provides personal financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Membre du Comité d'Investissement | - |
UMB Bank & Trust, NA
 UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Corporate Officer/Principal | - |
BOKF, NA
 BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Corporate Officer/Principal | - |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Membre du Comité d'Investissement | - |
Formation de Justin L. Richter
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UMB Bank & Trust, NA
UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
BOKF, NA
BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Finance |
Mariner Wealth Advisors-Leawood LLC
Mariner Wealth Advisors-Leawood LLC Investment ManagersFinance Founded in 2014, Mariner Wealth Advisors–Leawood LLC is a registered investment advisor located in Leawood, Kansas. The firm does business as Mariner Wealth Advisors. The firm''s majority owner is Mariner Wealth Advisors LLC. The Bicknell Family Holding Co. LLC is the manager of Mariner Holdings. Martin Bicknell is the elected manager of the Bicknell Family Holding Co. Mariner Wealth Advisors primarily provides personal financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |