Kori Manus
Advisor at Mariner Independent
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.
Advisor at Mariner Independent
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.
Location
Dublin, OH 43017
Credentials
Series 66
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.
Based on Mariner Independent
Based on Mariner Independent
Financial planning and consulting services may be billed as fixed fees; amounts vary.
Up to 2.50% per annum, negotiable depending on client circumstances
Certain advisory personnel licensed insurance agents receive commissions for insurance product sales.
Financial planning and consulting services may be billed hourly; amounts vary.
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.
220 W. Bridge Street, Suite 200
Dublin, OH 43017
Ohio
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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