Profile
Mr. William C.
Geisdorf is a Senior Wealth Advisor at Mariner LLC.
He provides individuals and families with comprehensive wealth management including integrated financial planning and investment strategies to help grow and protect wealth.
Prior to joining Mariner Wealth Advisors, he worked as a senior research analyst at Allegiant Private Advisors.
He has a bachelor’s degree in finance from University of Central Florida.
Will Geisdorf active positions
Companies | Position | Start |
---|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 2021-07-31 |
Former positions of Will Geisdorf
Companies | Position | End |
---|---|---|
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | Analyst-Equity | 2021-07-30 |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Market Strategist | 2020-03-31 |
Training of Will Geisdorf
University of Central Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Finance |
Allegiant Private Advisors LLC
Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations. | Finance |
- Stock Market
- Insiders
- Will Geisdorf