Profil
Mr. Will V.
Gunlicks is Wealth Advisor at Mariner Wealth Advisors LLC.
Prior to joining Mariner Wealth Advisors in September 2011, Mr. Gunlicks was employed as Financial Planner by Clune & Associates Ltd. and President & Chief Executive Officer by Founding Partners Capital Management Co.
Mr. Gunlicks received his BSBA from the University of Denver-Daniels College of Business.
He is a Certified Financial Planner.
Anciens postes connus de Will V. Gunlicks
| Sociétés | Poste | Fin |
|---|---|---|
Clune & Associates Ltd.
Clune & Associates Ltd. Investment ManagersFinance Factor Wealth Management utilizes a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing. In constructing an investment portfolio, they focus on broad, global diversification customized to a client’s goals, objectives and constraints. | Corporate Officer/Principal | - |
Founding Partners Capital Management Co.
Founding Partners Capital Management Co. Investment ManagersFinance Profile Unavailabl | President | 01/04/2009 |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Gestionnaire de Portefeuille-Actions | - |
Formation de Will V. Gunlicks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Founding Partners Capital Management Co.
Founding Partners Capital Management Co. Investment ManagersFinance Profile Unavailabl | Finance |
University of Denver
University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clune & Associates Ltd.
Clune & Associates Ltd. Investment ManagersFinance Factor Wealth Management utilizes a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing. In constructing an investment portfolio, they focus on broad, global diversification customized to a client’s goals, objectives and constraints. | Finance |
















