Steven A Zins

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

• 11/2021 → Present
  Mariner Wealth Advisors
  Cincinnati, OH
• 04/2019 → 11/2021
  Ohio National Financial Services
  Cincinnati, OH
• 09/2013 → 04/2020
  Cibc Bank Usa
  Chicago, IL

Other Businesses

Crohn's & Colitis Foundation - Not investment related, Worthington, OH, Fundraising Board, Member of Board of Trustees, Start date: 03/19/2023, 4 hours per month, 1 hour during trading hours, Support research to benefit advancement of Crohn's & Colitis research. Breakthrough Cincinnati; Not investment related, Cincinnati, OH, Board Member, Start date: 11/13/23, 2 hours per month, .5 hours during trading hours, attend meetings

Designations

• Chartered Financial Analyst