Frances Opfer Cronlund
Investment adviser representative at Mariner
16 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
16 years in the industry.
- MarinerMay 2026 to now
- Integrity Alliance, LLC.Nov 2025 to May 2026
- Curi Rmb Capital LLCJan 2024 to May 2026
- Lion Street FinancialDec 2019 to May 2026
- Curi Wealth Management LLCAug 2019 to Jan 2024
- First Citizens BankJul 2010 to Jul 2019
- First Citizens Investor ServicesJul 2010 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4868677
- Firm CRD
- 140195