Mitchell Clayton Kennedy
Investment adviser representative at Mariner
12 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$125.4BFirm 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
12 years in the industry.
- MarinerJun 2024 to now
- Mariner Wealth AdvisorsJun 2024 to now
- Sym Financial AdvisorsOct 2021 to Jun 2024
- Yeo & Yeo Cpas & Business ConsultantsMay 2017 to Oct 2021
- Andrews Hooper Pavlik PlcJan 2017 to Apr 2017
- Michigan High School Athletic AssociationApr 2016 to May 2017
- Saginaw Valley State UniversityAug 2014 to May 2018
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7545306
- Firm CRD
- 140195