Skip to content

Steven John Gillhaus

Investment adviser representative at Mariner
6 yearsExperience
1 stateRegistered in
CFADesignation
$125.4BFirm assets

Are you Steven John Gillhaus? Claim your profile

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

6 years in the industry.

  1. MarinerSep 2022 to now
  2. Mariner Wealth AdvisorsSep 2022 to now
  3. Savant Wealth ManagementMar 2022 to Sep 2022
  4. Mowery & Schoenfeld Wealth Management, LLCJan 2017 to Mar 2022
  5. BMO Harris Financial Advisors, Inc.Apr 2016 to Jan 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
5687654
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
CallContact this firm