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Trisha Joy Rieman

Investment adviser representative at Mariner Wealth
26 yearsExperience
2 statesRegistered in
PFSDesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

26 years in the industry.

  1. Mariner WealthJun 2025 to now
  2. Mariner Wealth Advisors - IcJun 2025 to now
  3. Cbew Professional Group, LLPFeb 2000 to now
  4. Avantax Advisory ServicesDec 2023 to Jun 2025
  5. Avantax Investment Services,inc.Apr 2014 to Jun 2025

Designations

  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014

State registrations

Registered as an investment adviser representative in 2 states (KS, OK).

Mariner Wealth

Legal name: Mariner Wealth Advisors-ic, LLC

$0Assets managed
0Clients
66Advisers
9 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
6328796
Firm CRD
289886
Advisor's SEC record (opens in a new tab)
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