Keith Gorman Dowling
Investment adviser representative at Mariner
12 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
12 years in the industry.
- Mariner Wealth AdvisorsJan 2019 to now
- MarinerMar 2015 to now
- Mariner Wealth AdvisorsMar 2015 to Dec 2018
- Msec, LLCJun 2014 to Dec 2019
- Mariner Wealth Advisors-madison, LLCJun 2014 to Jun 2018
- Firstpoint FinancialJun 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, NJ).
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
- 4861747
- Firm CRD
- 140195