Adam Paulson
Investment adviser representative at Mariner
14 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
14 years in the industry.
- MarinerAug 2020 to now
- Mariner Wealth AdvisorsJul 2020 to now
- Wealth Enhancement Advisory ServicesOct 2017 to Jul 2020
- Wealth Enhancement Brokerage ServicesOct 2017 to Jul 2020
- LPL Financial LLCSep 2017 to Jul 2020
- Wealth Enhancement GroupSep 2017 to Jul 2020
- Fidelity InvestmentsApr 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4988095
- Firm CRD
- 140195