Teresa A Hayes

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 04/2017
  Fidelity Investments
  St. Louis, MO
• 04/2017 → 12/2018
  Charles Schwab & Co., Inc.
  St Louis, MO
• 04/2017 → 12/2018
  Charles Schwab Bank
  St Louis, MO
• 03/2017 → 11/2018
  Bunny Bean
  St. Louis, MO
• 01/2019 → 06/2022
  Us Bank
  Saint Louis, MO
• 01/2019 → 03/2022
  U.S. Bancorp Investments, Inc.
  Saint Louis, MO
• 06/2022 → Present
  Mariner Wealth Advisors
  St. Louis, MO

Previous Registrations

• 2019-01-15 → 2022-03-21
  U.S. Bancorp Investments, Inc.
  Saint Louis, MO
• 2017-05-22 → 2018-12-26
  Charles Schwab & Co., Inc.
  Chesterfield, MO
• 2012-10-10 → 2017-04-26
  Strategic Advisers Llc
  St. Louis, MO
• 2009-05-13 → 2010-03-09
  Td Ameritrade, Inc.
  Chesterfield, MO
• 2009-05-13 → 2010-03-09
  Td Ameritrade Investment Management, Llc
  Chesterfield, MO
• 2006-03-30 → 2009-05-26
  Strategic Advisers Llc
  St. Louis, MT

Other Businesses

Daryl Lane Estates, Not investment related, St. Louis, MO, HOA, Trustee, Start date: 4/1/2025, 5 hours per month, 0 during trading hours, administrative responsibilities. Bunny Bean & Bugs Holding Co LLC; not investment related; St Louis, MO; restaurant franchise; part owner; start date 8/29/25; 25 hours /month, 0 during trading hours; owner and operator of milkshake factory franchise

Exams

• S66 Uniform Combined State Law Examination
  2012-09-19
• S63 Uniform Securities Agent State Law Examination
  2000-11-14

Designations

• Certified Financial Planner

Other Names

• Tracy Anne Rasch
• Teresa Anne Rasch
• Teresa Anne Weinkein
• Teresa Rasch Weinkein
• Tracy Rasch Weinkein
• Teresa Rasch
• Teresa Anne Rasch
• Tracy Anne Hayes