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Kori Manus

Advisor at Mariner Independent

Updated today

Location

Dublin, OH 43017

Credentials

Series 66

About

Kori Manus is a financial advisor with Mariner Independent in Dublin, OH, holding a Series 66 designation and over 20 years of experience in the industry. His career includes roles at Raymond James Financial Services, Gerber, LLC, and LPL Financial, among others. Manus has also been involved with Manus Holdings, LLC. Mariner Independent serves individuals, corporations, trusts, charitable organizations, and retirement plans through a network of independent advisers. The firm offers investment management, financial planning, and consulting services, utilizing model portfolios and customized discretionary management supported by both internal and third-party resources.

Client services

Based on Mariner Independent

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

Expertise

Based on Mariner Independent

Private / alternative investments Options & derivatives strategies Concentrated stock management

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Fee options

Fixed

Financial planning and consulting services may be billed as fixed fees; amounts vary.

Percentage

Up to 2.50% per annum, negotiable depending on client circumstances

Commissions

Certain advisory personnel licensed insurance agents receive commissions for insurance product sales.

Project-based

Financial planning and consulting services may be billed hourly; amounts vary.

Other

Account minimum: $100,000 Minimum fee: May apply as set forth in client Agreement, amounts not specified. Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate, or percentage of assets, depending on service level and professional.

Location

220 W. Bridge Street, Suite 200

Dublin, OH 43017

Most active in

Ohio

Work history

Carbon Wealth Advisors

2026 - Present (1 year)

Mariner Platform Solutions

2026 - Present (1 year)

Ideal Wealth Partners

2025 - Present (1 year)

Adalan Private Wealth

2024 - 2025 (1 year)

Concurrent Investment Advisors, LLC

2024 - 2025 (1 year)

LPL Financial, LLC

2018 - 2024 (6 years)

Heartland Bank/Heartland Planning Associates

2017 - 2024 (7 years)

Infinex Investments, Inc.

2017 - 2018 (1 year)

Manus Holdings, LLC

2017 - 2022 (5 years)

Gerber, LLC

2016 - 2017 (1 year)

Gerber, LLC

2001 - 2017 (16 years)

Raymond james Financial Services, Inc.

1999 - 2017 (18 years)

Disclosures

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

Business activities & affiliations

James B

CFP®

Upper Arlington, OH

Blue Advisors

Blue Advisors is a fee-only financial planning and investment management firm based in Columbus, Ohio, serving retirees and busy professionals throughout the region and across the United States. My mission is simple: to help you achieve your financial goals through clear advice, education, and a commitment to your best interests—always. Why Blue Advisors? Fiduciary Oath: As a fee-only, fiduciary advisor, I am legally obligated to put your interests first. I do not sell products or earn commissions—my only job is to give you expert, unbiased advice. Education First: I believe that informed clients make better decisions. I'm here to demystify financial planning and investment management, empowering you with the knowledge you need to succeed. Low, Transparent Fees: My fee-only structure means no hidden costs or sales pitches—just straightforward, affordable advice. Personalized Service: By limiting the number of clients I work with, I ensure you receive the attention and tailored solutions you deserve. My Philosophy There's nothing new about sound financial planning and investment management. While laws and regulations may change, the core principles that drive long-term success remain unchanged. History has shown that the fundamentals work—there are no secret shortcuts or magic products. My role is to help you apply these time-tested strategies to your unique situation. My Process: Simple, Secure, Supportive I understand that choosing or changing a financial advisor can feel overwhelming. That's why I've created a straightforward, stress-free process: Get Acquainted: We start with a relaxed, no-pressure conversation to understand your goals, concerns, and what prompted you to seek guidance. It’s an opportunity for you to ask questions and see if we’re the right fit. Secure Information Sharing: If you decide to move forward, you’ll share your financial information through safe, encrypted tools. Your privacy and security are always my top priority. Personalized Planning: I review your documents, assess your current financial picture, and create a clear, comprehensive financial plan and investment strategy tailored to your goals, values, and long-term aspirations. We walk through everything together so you feel confident, informed, and in control. Ongoing Guidance: Your financial life isn’t static—and your plan shouldn’t be either. As laws, markets, and life circumstances change, I’ll be there to adjust your plan, answer questions, and provide ongoing education and support. Let's Take the First Step—Together Taking that first step toward financial clarity can be intimidating. My goal is to make it as easy and comfortable as possible. At Blue Advisors, you'll find a trusted partner—one who listens, educates, and guides you every step of the way. Ready to start your financial journey? Let's connect and build your brighter financial future together. .

Wealth management Founder/Business Owner Retired Gen Y/Millennials (Born 1980-1995) Married/Couples/Partners Approaching retirement Retired Baby Boomers (Born 1946-1964)

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Retired Baby Boomers (Born 1946-1964) Approaching retirement

Bohdan (Bo) H

Series 65

Worthington, OH

OneSeven

Bohdan (Bo) Hall is a financial advisor at OneSeven with a Series 65 designation and two years of industry experience. His prior work includes roles at the University of Cincinnati and Kent State University. He is also the managing member of 614 Wealth Architects, LLC, an investment-related business. OneSeven provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting with a primarily long-term investment approach that includes diversified funds, ETFs, individual securities, and access to alternative investments.

Wealth management Retirement income strategy Business exit / sale strategy General tax planning General estate planning guidance Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
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Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Freddie Everett is a financial advisor at Thomas Everett Investments, LLC in Columbus, Ohio, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Edward Jones and Hardimann Investment Management, Inc. He is also involved with Columbus Bible Way Church, Inc. in a pastoral capacity. Thomas Everett Investments is an independent registered investment adviser offering portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, trusts, charitable organizations, and business entities. The firm primarily manages client assets on a non-discretionary basis and employs fundamental, technical, and quantitative analysis while recommending third-party money managers and SEI-managed account solutions.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Timothy C

Series 63

Westerville, OH

Ripple Effect Investment Strategies, LLC

Timothy Cooper is a financial advisor at Ripple Effect Investment Strategies, LLC with 17 years of industry experience. He holds a Series 63 designation and has been self-employed since 1997, operating an insurance services business that occupies the majority of his professional time. Ripple Effect Investment Strategies focuses on individualized financial planning and tax preparation for individual clients rather than institutional mandates. The firm offers written financial plans covering income, taxes, insurance, estate matters, and investment allocation, and provides educational seminars and insurance product discussions without custody of client assets or discretionary trading authority.

Social Security optimization General retirement planning General tax planning Life insurance needs analysis Cash flow / budgeting
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Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

Dennis Dicke is the sole advisor at Cornerstone Investment Counsel in Columbus, Ohio, holding a Series 65 designation with 20 years of industry experience. He has worked at Cornerstone Investment Counsel since 1996. Cornerstone Investment Counsel is a single-adviser registered investment adviser providing discretionary investment management to individuals, trusts, retirement accounts, and pension plans. The firm uses a process centered on client objectives and risk tolerance, employing no-load mutual funds, exchange-traded funds, and Defined Outcome (“buffer”) ETFs to construct portfolios.

Passive / index investing Active portfolio management
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