Karla Haston
Investment adviser representative at Mariner
17 yearsExperience
2 statesRegistered in
$125.4BFirm assets
20 yearsFirm in business
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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
17 years in the industry.
- MarinerJun 2022 to now
- Mariner Wealth AdvisorsMay 2022 to now
- Msec, LLCMay 2022 to now
- Theta LakeMar 2022 to May 2022
- UnemployedSep 2021 to Mar 2022
- Willow Farm Pool and Homes AssociationFeb 2020 to Oct 2022
- Karla HastonAug 2011 to Mar 2026
- Ivy Distributors, IncMar 2010 to Oct 2019
- Waddell & Reed, IncOct 2009 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 2410431
- Firm CRD
- 140195