Matthew P Kubicek
Investment adviser representative at Mariner Independent
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm 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
20 years in the industry.
- Mariner IndependentJan 2026 to now
- Alinity Wealth ManagementJan 2026 to now
- MarinerJan 2026 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jan 2026
- Northwestern Mutual Investment Services, LLCOct 2011 to Jan 2026
- Northwestern Mutual Life Insurance CompanyApr 2006 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (LA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 5128658
- Firm CRD
- 305418