Jared David Barkmeier

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

• 08/2016 → 11/2020
  Hk Financial Services, Inc.
  Dubuque, IA
• 11/2020 → Present
  Mariner Wealth Advisors
  Highlands Ranch, CO

Previous Registrations

• 2018-07-09 → 2020-11-24
  Avantax Planning Partners, Inc.
  Omaha, NE
  Denver, CO
  Centennial, CO

Other Businesses

Kill Your Finances, Investment Related: N, Aurora, CO, Budgeting app, Owner, 05/22/2026, Number of hours/mo 10, number of hours/mo during trading hours 0, manage the codebase and security updates of the app.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-28

Designations

• Certified Financial Planner