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Michael Means Fields

Investment adviser representative at Mariner
12 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 yearsFirm in business

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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

12 years in the industry.

  1. MarinerAug 2021 to now
  2. Mariner Wealth AdvisorsSep 2016 to now
  3. Cohnreznick, LLPJan 2014 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

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

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
7408972
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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