Adam Michael Finke
Investment adviser representative at Mariner
10 yearsExperience
1 stateRegistered in
CFADesignation
$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.
- MarinerDec 2021 to now
- Mariner Wealth AdvisorSep 2021 to now
- Mariner Wealth AdvisorsJan 2020 to now
- Msec, LLCSep 2017 to now
- Mariner Wealth AdvisorsSep 2017 to Dec 2019
- Waddell & ReedFeb 2017 to Sep 2017
- Men's WearhouseFeb 2017 to Aug 2017
- UnemployedOct 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5895210
- Firm CRD
- 140195