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Jacob Wasko

Mariner

Novi, MI

CRD 6672951

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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
MI RA APPROVED 2021-08-23
  • MI RA
    APPROVED
    Since 2021-08-23

Branch Locations

39500 High Pointe Blvd Suite 300, Novi, MI 48375 • 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
Mariner Wealth Advisors Novi MI 07/2019 07/2021
Mariner Wealth Advisors Novi MI 08/2021 Present
Synergy Capital Solutions Bloomfield Hills MI 06/2017 09/2017
Zhang Financial Portage MI 10/2017 07/2019
Synergy Capital Solutions Bloomfield Hills MI 06/2016 09/2016
Kalamazoo College Kalamazoo MI 01/2015 06/2018
  • 07/2019 → 07/2021
    Mariner Wealth Advisors
    Novi, MI
  • 08/2021 → Present
    Mariner Wealth Advisors
    Novi, MI
  • 06/2017 → 09/2017
    Synergy Capital Solutions
    Bloomfield Hills, MI
  • 10/2017 → 07/2019
    Zhang Financial
    Portage, MI
  • 06/2016 → 09/2016
    Synergy Capital Solutions
    Bloomfield Hills, MI
  • 01/2015 → 06/2018
    Kalamazoo College
    Kalamazoo, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC

Nearby Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY

Nearby Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI

More in Novi, MI

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