Kevin Adam Takinen
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.
- MarinerJul 2026 to now
- Mariner InstitutionalJul 2026 to now
- SequoiaJul 2020 to Jul 2026
- World Investment Advsiors, LLCJul 2020 to Jul 2026
- AdpAug 2019 to Jul 2020
- FisJan 2018 to Aug 2019
- KeybankNov 2016 to Jan 2018
- N/aSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5407915
- Firm CRD
- 140195