Nathan Ryder Dorn

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

• 11/2014 → 03/2017
  Firstpoint Financial
  San Diego, CA
• 12/2016 → Present
  Mariner Wealth Advisors
  San Diego, CA

Previous Registrations

• 2015-05-21 → 2017-03-22
  Firstpoint Financial, Llc
  San Diego, CA
  Overland Park, KS
• 2014-12-02 → 2016-01-21
  Firstpoint Financial, Llc
  San Diego, CA
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-09

Designations

• Certified Financial Planner