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John Robert Morton

Mariner

Milwaukee, WI

Brookfield, WI

CRD 6489573

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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:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-06
  • WI RA
    APPROVED
    Since 2025-05-06

Branch Locations

Milwaukee, WI • United States

18500 W. Corporate Dr Suite 120, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Balasa Dinverno Foltz Llc Itasca IL 06/2016 02/2018
Boardwalk Financial Strategies Hartland WI 03/2018 04/2025
Mariner Overland Park KS 04/2025 Present
  • 06/2016 → 02/2018
    Balasa Dinverno Foltz Llc
    Itasca, IL
  • 03/2018 → 04/2025
    Boardwalk Financial Strategies
    Hartland, WI
  • 04/2025 → Present
    Mariner
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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