West Des Moines, IA Office

Team
Updated today

Client AUM

$115,547,250,698

Clients

54,583

Advisors

3

Of 983 advisors across 209 offices

Location

1045 76th Street, Suite 100

West Des Moines IA 50266

Advisors at this office

3

Advisors at this office

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Robert A

CFP®, Series 63, Series 66

West Des Moines, IA

Mariner

Robert Anderson is a CFP® with 19 years of industry experience, currently advising at Mariner in West Des Moines, IA. He has previously worked at Avantax Investment Services, ProEquities, Inc., and Honkamp Krueger Financial Services. Anderson serves as a board member of the St. Pius X Church Foundation in Urbandale, IA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

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

Series 65

West Des Moines, IA

Mariner

Luke Turner is a financial advisor with Mariner in West Des Moines, IA, holding a Series 65 designation and two years of industry experience. His career includes roles at Mercer Advisors, Cambridge Investment Research, and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers, providing customized discretionary portfolios alongside integrated tax, accounting, and family office capabilities.

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

CFP®, Series 65

West Des Moines, IA

Mariner

Shea Mears is a CFP® and Series 65-licensed financial advisor at Mariner with 10 years of industry experience. Prior to joining Mariner in 2019, he worked at Gilbert & Cook, Inc. and Foster Group, Inc., and has a background as a CPA operating his own practice from 2001 to 2018. He also spent 14 years affiliated with Simpson College. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers across diverse strategies and offers integrated tax, accounting, and family office services uncommon for a firm of its scale.

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