Regan Michael Takes
Investment adviser representative at Mariner Independent
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm 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
11 years in the industry.
- Mariner IndependentApr 2026 to now
- Intersect Wealth AdvisorsApr 2026 to now
- Mariner Platform SolutionsApr 2026 to now
- Umb BankFeb 2025 to Apr 2026
- Dubuque Bank & TrustAug 2021 to Oct 2025
- Heacock & Jones Financial Services, Inc.Jun 2015 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 7051573
- Firm CRD
- 305418