Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Mariner office in Wisconsin, by city and A to Z.
The short answer
6 registered advisors work at Mariner in Wisconsin, out of 903 nationwide; it's the firm's number 27 state by advisors, and the most are in Brookfield (6). 5 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors by city in Wisconsin
Every firm in Wisconsin →Mariner advisors in Wisconsin, A to Z
Search by name →- Daniel L. BorchardBrookfield · Certified Financial Planner
- Mark J. DuetschBrookfield · Certified Financial Planner
- Gordon T. FraterBrookfield · Certified Financial Planner
- Joshua HornerBrookfield
- Matthew G. LogueBrookfield · Certified Financial Planner
- Marcus P. MelnarikBrookfield · Certified Financial Planner
Mariner advisors in every state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner in other states
California 116Kansas 116Florida 62New York 60New Jersey 58Ohio 48Texas 44Pennsylvania 34Illinois 32Oklahoma 28Arizona 26Oregon 23Colorado 21Tennessee 21Washington 21Massachusetts 20Missouri 19Michigan 17Minnesota 17Indiana 15Nebraska 13New Hampshire 12North Carolina 11South Carolina 8Georgia 7South Dakota 7Connecticut 5Delaware 5Arkansas 4Maryland 4Virginia 4Utah 3
Questions
How many Mariner financial advisors are in Wisconsin?
6 investment adviser representatives are registered at Mariner offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 903 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Mariner have the most advisors?
Brookfield, with 6. Mariner has advisors in 1 city in Wisconsin.
How do I check a Mariner advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mariner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.