Your goals are unique. Your team should be, too.
Curantis Wealth Management and its partners work together to provide you with a custom combination of services and expertise, making sure your money works as hard for you as you do for it.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.For more information about LPL Financial, visit www.lpl.com.
Focused on customized financial planning built from the ground up for your situation.
Specialists in investment advice and research, tax-smart strategies, lending, insurance planning, and estate planning.
Additional Support
Portfolio management and consulting
At Curantis Wealth Management, we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse resources of this experienced team, we enhance our portfolio construction and investment selection process. This collaboration allows us to focus more on what matters most—serving you, our valued clients.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. LPL Financial is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving this website and assume total responsibility and risk for your use of the websites you are linking to.
Jeremy Olen, CFA®: Managing Partner and Chief Investment Officer
As a Managing Partner of the Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Curantis Wealth Management in how to best leverage investment tools, strategy, and technology to support the practice.
Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.
Christopher Mercado, MBA, CFP®, CIMA®, AIFA®: Managing Partner & Chief Investment Strategist
As a Managing Partner of the Mariner Advisory Network, Christopher is responsible for assisting Curantis Wealth Management with Business Development initiatives focused on identifying growth opportunities and strategies.
Beginning his career in 1996, Christopher has held various positions in investment sales, equity trading, business consulting and business development. He has worked with firms including Allianz Global Partners – Nicolas Applegate Capital Management, First American Capital Management, EVEREN Securities and Smith Barney.
Prior to joining The Network, Christopher served as the Regional Advisory Consultant with LPL Financial for seven years, advocating and supporting the growth and sustainability of the independent business model. He is also a Returned Peace Corps Volunteer, having served as a business development volunteer in Guatemala, Central America. Christopher is a native Northern Californian and resides with his loving family in Danville, California.
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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. LPL Financial is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving this website and assume total responsibility and risk for your use of the websites you are linking to.
