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Christopher Nowell

Advisor at Mariner — Downingtown, PA

Updated today

Credentials

Series 65, Series 63

Experience

16 years

Location

Downingtown, PA

Mariner logo

Mariner

Enterprise

Total advisors

986

Across 209 offices

Clients per advisor

55 Typical

Avg AUM per client

$2,116,909 Very High

HNW client ratio

41% Very High

About

Christopher Nowell is a financial advisor at Mariner with 16 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Prudential Insurance Company of America and Avantax Investment Services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and is noted for its integration of tax and accounting services alongside traditional portfolio management.

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

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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

Downingtown, PA

Downingtown PA

Advisors at this office

1

Most active in

Kansas · Pennsylvania

Work history

16 years of industry experience

Mariner

2026 - Present • 1 year

Overland Park, KS

Mariner

2026 - 2026 • 1 year

Overland Park, KS

Cetera Wealth Services, LLC

2025 - 2026 • 1 year

El Segundo, CA

Avantax Investment Services, INC.

2022 - 2026 • 4 years

Dallas, TX

Avantax Insurance Agency and/or Avantax Insurance Services.

2022 - 2026 • 4 years

Dallas, TX

Prudential insurance company of america

2012 - 2022 • 10 years

Dresher, PA

Prudential Annuities Distributors, INC

2012 - 2022 • 10 years

Dresher, PA

Disclosures

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

Business activities & affiliations

John K

Series 65

Paoli, PA

Milvian Bridge Advisory

John Kroger is the founder of Milvian Bridge Advisory, an independent investment advisory firm based in Paoli, Pennsylvania. He holds a Series 65 and earned both a Bachelor of Science in Finance and an MBA with a concentration in Finance from Fairfield University. He is also a graduate of Malvern Preparatory School. His professional background includes experience with Daylesford Abbey, Stone Bay Holdings, and Hampton Inn. Milvian Bridge Advisory provides portfolio management, financial planning, and investment consulting to individuals, families, high-net-worth clients, retirement accounts, trusts, estates, and business owners. The firm operates as a fiduciary and fee-only adviser, emphasizing disciplined portfolio construction, diversification, thoughtful asset allocation, tax-aware decision-making, and advice tailored to each client’s goals, circumstances, and long-term objectives.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Passive / index investing Active portfolio management Founder/Business Owner Established Professionals HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Retired

Jeffrey K

Series 66, AIF®, Series 7

Chadds Ford, PA

Brandywine Financial Advisors

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Annuities General retirement planning Income planning Passive / index investing ESG / Sustainable investing Founder/Business Owner Executive Retired
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

Beth Dandrea is a Certified Financial Planner™ with 13 years of industry experience and has operated her own firm, Beth D'Andrea, Financial Planner, LLC, for 19 years. She is affiliated with Plumtree Financial Planning, an independent firm based in Malvern, PA. Plumtree Financial Planning offers comprehensive financial planning and portfolio management tailored to individuals and families. The firm emphasizes long-term, goal-based planning and provides ongoing and project-based advice without taking custody of client assets, operating primarily on a fee-only, non-discretionary basis.

General tax planning General estate planning guidance Cash flow / budgeting
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John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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