Ann Erskine
Investment adviser representative at Mariner
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- MarinerMay 2022 to now
- Mariner Wealth AdvisorsOct 2021 to now
- Msec, LLCOct 2021 to now
- UnemployedSep 2021 to Oct 2021
- Waddell & Reed, IncDec 2005 to Aug 2021
- Ivy Funds Distributor, Inc.Dec 2005 to Apr 2021
- Ann ErskineDec 2001 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5071135
- Firm CRD
- 140195