Kellen Jeansonne Cross
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.
- MarinerNov 2023 to now
- Mariner Wealth AdvisorsJan 2022 to now
- University of KansasAug 2021 to May 2022
- InfinitasAug 2021 to Jan 2022
- Edison SpacesJun 2021 to Aug 2021
- University of KansasAug 2020 to May 2021
- University of KansasAug 2019 to May 2020
- Royal Blue CapitalMay 2019 to Jul 2019
- University of KansasAug 2018 to May 2019
- Lake Quivira Country ClubMay 2018 to Aug 2018
- High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7450568
- Firm CRD
- 140195