Brian Patrick Fischer

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

• 10/2015 → 07/2019
  Evensky & Katz/Foldes Financial Wealth Management
  Coral Gables, FL
• 07/2019 → 10/2023
  Evensky & Katz/Foldes Financial Wealth Management
  Coral Gables, FL
• 10/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2017-05-23 → 2023-10-02
  Evensky & Katz/Foldes Wealth Management
  Coral Gables, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-11

Designations

• Certified Financial Planner
• Chartered Financial Analyst