Charles Joseph Illg
Investment adviser representative at Mariner
10 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
10 years in the industry.
- MarinerApr 2026 to now
- Solution CpaAug 2025 to Apr 2026
- Dakota CpaMay 2021 to Aug 2025
- A&b Business SolutionsMay 2018 to Aug 2018
- Digital Plains MediaSep 2017 to Dec 2023
- Cortrust BankMay 2017 to Aug 2017
- Mount Marty CollegeMay 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 8266786
- Firm CRD
- 140195