Benjamin Clifford Heikes
Investment adviser representative at Mariner
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- MarinerDec 2022 to now
- Mariner Wealth AdvisorsDec 2022 to now
- The Mather Group, LLCOct 2019 to Nov 2022
- Financial Engines Advisors L.L.C.Nov 2018 to Oct 2019
- Edelman Financial Services, LLCOct 2016 to Nov 2018
- Ef Legacy Securities, LLCOct 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 4860931
- Firm CRD
- 140195