Dakon Mortenson
Investment adviser representative at Mariner Wealth
21 yearsExperience
2 statesRegistered in
$0Firm assets
9 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.
Other
Experience
21 years in the industry.
- Mariner WealthMar 2026 to now
- Mariner Wealth Advisors-icFeb 2026 to now
- Larson & CompanyJan 2018 to now
- Kpmg LLPJul 2005 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, UT).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 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
- 8241809
- Firm CRD
- 289886