Adam James Elder
Investment adviser representative at Mariner
10 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
10 years in the industry.
- MarinerSep 2024 to now
- Mariner Wealth AdvisorsAug 2024 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesAug 2023 to Aug 2024
- Avantax Planning PartnersJan 2021 to Aug 2024
- Avantax Investment Services, Inc.Sep 2020 to Aug 2024
- Proequities, IncJun 2016 to Sep 2020
- Honkamp Krueger Financial Services IncApr 2016 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2022
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
- 5141637
- Firm CRD
- 140195