Kurt Arthur Schindler
Investment adviser representative at Mariner
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- MarinerJan 2026 to now
- Mariner Wealth AdvisorsMar 2024 to now
- University of Puerto RicoAug 2016 to now
- Universidad Ana G. MendezOct 2019 to Sep 2024
- Retirement Strategies, Inc.Jul 2018 to Mar 2024
- Financial Planning GroupJul 1990 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PR).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1645814
- Firm CRD
- 140195