John Charles Geilfuss

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

• 04/2012 → 07/2018
  T. Rowe Price
  Owings Mills, MD
• 07/2018 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 07/2018 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 11/2020
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 11/2020 → 09/2021
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 09/2021 → 05/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 05/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2018-11-01 → 2023-05-30
  Edelman Financial Engines
  Boca Raton, FL
  North Charleston, SC
• 2018-07-19 → 2018-11-01
  Edelman Financial Services, Llc
  Ellicott City, MD
  Boca Raton, FL
  Fairfax, VA
• 2014-08-28 → 2018-07-16
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
  Mclean, VA
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2014-08-27
• S63 Uniform Securities Agent State Law Examination
  2013-06-04

Designations

• Certified Financial Planner