James Nicholas Boese
Investment adviser representative at Mariner
10 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
10 years in the industry.
- MarinerNov 2023 to now
- Mariner Wealth AdvisorsNov 2023 to now
- Ts BankApr 2021 to Oct 2023
- Callahan Financial Planning CompanyAug 2020 to Apr 2021
- Fbl Financial GroupAug 2019 to Jul 2020
- Fbl Marketing Services, LLCAug 2019 to Jul 2020
- Bancwest Investment ServicesFeb 2016 to Aug 2019
- Bank of the WestFeb 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 5615487
- Firm CRD
- 140195