Robert Dewell Anderson

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

• 10/2009 → 09/2020
  Honkamp Krueger Financial Services
  Dubuque, IA
• 10/2009 → 09/2020
  Proequities, Inc
  Urbandale, IA
• 09/2020 → Present
  Mariner Wealth Advisors
  Des Moines, IA
• 09/2020 → Present
  Avantax Investment Services, Inc.
  Urbandale, IA

Previous Registrations

• 2009-10-20 → 2020-10-16
  Avantax Planning Partners, Inc.
  Urbandale, IA
  Urbandale, IA
  Urbandale, IA
  Des Moines, IA
• 2008-03-14 → 2009-10-12
  Principal Securities, Inc.
  Des Moines, IA

Other Businesses

St. Pius X Church Foundation Board; Not investment related, Urbandale, IA, Board Member, Start date: 7/1/2021, 1 hour per month, .5 hours during trading hours, Provide guidance for long term growth and stability

Exams

• S66 Uniform Combined State Law Examination
  2008-03-11
• S63 Uniform Securities Agent State Law Examination
  2007-05-31

Designations

• Certified Financial Planner

Other Names

• Bo Anderson
• Robert Dewell Anderson