user avatar

Alivia Kaiser

Advisor at Mariner — Cherryvale, KS

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Cherryvale, KS

Mariner logo

Mariner

Enterprise

Total advisors

992

Across 210 offices

Clients per advisor

55 Typical

Avg AUM per client

$2,116,909 Very High

HNW client ratio

41% Very High

About

Alivia Kaiser is a Series 65 credentialed advisor at Mariner with one year of industry experience. She has held multiple roles including tutoring at Kansas State University and participation in Powercat Financial at the university. Mariner serves a broad client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with external managers, while also offering extensive tax, accounting, and family office services uncommon at the enterprise scale.

Client services

Based on Mariner

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Expertise

Based on Mariner

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mariner

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning and consulting services, fixed fees for tax services, minimum quarterly fee $1,875

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%

Commissions

Commission-based compensation for insurance products and brokerage through affiliated broker-dealer MSEC LLC

Project-based

Hourly rates for consulting and tax preparation services, specific rates negotiable/not specified

Other

Account minimum: $100,000 Minimum fee: Quarterly minimum fee of $1,875

Location

See office

Cherryvale, KS

Cherryvale KS

Advisors at this office

1

Most active in

Kansas

Work history

< 1 year of industry experience

Mariner

2026 - Present • 1 year

Overland Park, KS

Mariner Wealth Advisors

2025 - 2026 • 1 year

Overland Park, KS

Kansas State University - Tutoring

2025 - 2025 • 1 year

Manhattan, KS

Academy

2024 - 2025 • 1 year

Manhattan, KS

Chick-Fil-A

2024 - 2024 • 1 year

Manhattan, KS

Hibbett Sports

2024 - 2024 • 1 year

Chanute, KS

Powercat Financial at Kansas State University

2024 - 2026 • 2 years

Manhattan, KS

Academy

2023 - 2024 • 1 year

Manhattan, KS

Kansas State University

2023 - 2026 • 3 years

Manhattan, KS

City of Cherryvale - Lifeguard

2023 - 2023 • 1 year

Cherryvale, KS

City of Cherryvale

2021 - 2021 • 1 year

Cherryvale, KS

Cherryvale Senior / Middle School

2016 - 2023 • 7 years

Cherryvale, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gregg W

Series 63, Series 66

Independence, KS

Edward Jones

Gregg Webster is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers multiple advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Kendall C

Series 66

Independence, KS

Edward Jones

Kendall Carroll is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Carroll worked in educational roles including 14 years at USD 446 Independence School District and shorter tenures at Four County Mental Health and USD 445 Coffeyville School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Gavin W

CFP®, Series 66

Independence, KS

Edward Jones

Gavin Webster is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2015, he was affiliated with Baker University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Ryan S

Series 66

Independence, KS

Thrivent Investment Management

Ryan Smith is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has one year of industry experience, including prior roles at Ameriprise and various positions outside the financial sector. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority.

Business ownership considerations
user avatar

Teresa L

Series 66

Independence, KS

Edward Jones

Teresa Lewis is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 1996. She is based in Independence, KS, and has over 30 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managed under a fiduciary standard, and supports clients through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Laura S

Series 63, Series 65

Neodesha, KS

LPL Financial

Laura Skinner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at LPL Financial since 2009, following prior roles at Mutual Service Corporation and American General Securities Incorporated. Outside of her advisory work, she is involved as a stylist with Color Street, an internet-based venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of advisors, offering a range of financial planning, asset management, and retirement solutions supported by technology and extensive operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")