Alicia Anne Kelley
Investment adviser representative at Mariner Independent
15 yearsExperience
2 statesRegistered in
$7.3BFirm assets
7 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
15 years in the industry.
- Mariner IndependentNov 2024 to now
- Fortitude Financial PartnersNov 2024 to now
- Mariner Platform SolutionsNov 2024 to now
- Thrivent FinancialApr 2023 to Nov 2024
- Thrivent Investment Management IncMay 2022 to Nov 2024
- Flagstar BankJan 2017 to Apr 2022
- Lululemon AthleticaNov 2015 to Jan 2017
- Crossfit JusticeAug 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7537775
- Firm CRD
- 305418