John Charles Geilfuss
Investment adviser representative at Mariner
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- MarinerMay 2023 to now
- Mariner Wealth AdvisorsMay 2023 to now
- Financial Engines Advisors L.L.C.Nov 2018 to May 2023
- Edelman Financial Services, LLCJul 2018 to Nov 2018
- Ef Legacy Securities, LLCJul 2018 to Oct 2018
- T. Rowe PriceApr 2012 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
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
- 6062527
- Firm CRD
- 140195