Mariner Wealth Acquires The Financial Services Network

INVESTMENT MANAGEMENT DEALS BLOG

August 8, 2022

On July 19, 2022, Mariner Wealth Advisors announced it acquired The Financial Services Network.

Under the terms of the transaction, Mariner Wealth Advisors, L.L.C. (“Mariner”) has acquired The Financial Services Network (“FSN”). The Network will retain its existing leadership team of Daxs Stadjuhar, Christopher Mercado, and Jeremy Olen and will rebrand as Mariner Advisor Network. Further terms were not disclosed.

Mariner, based in Overland Park, Kansas, is a registered investment adviser providing a wide array of services to clients, including tax advising, trust services, estate planning, investment management, and risk management.

FSN, based in Sacramento, California provides a range of business consulting, investment, and compliance services to independent financial advisors. FSN has over $26 billion in assets under advisement. PJT Partners acted the exclusive financial advisor to FSN on the transaction.

To read the press release, please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.