Best Investors Account Sign in
Inactive

Andrew Blade Thompson

Mariner

Cincinnati, OH

Cincinnati, OH

CRD 6687078

Claim This Profile
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
OH RA APPROVED 2026-01-12
  • OH RA
    APPROVED
    Since 2026-01-12

Branch Locations

Cincinnati, OH • United States

312 Walnut St Suite 2300, Cincinnati, OH 45202 • 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
Charles Schwab & Co., Inc. Cincinnati OH 07/2016 10/2024
Charles Schwab Bank, Ssb Cincinnati OH 05/2018 10/2024
Truepoint, Inc. Cincinnati OH 10/2024 01/2026
Mariner Overland Park KS 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-15
  • S66 Uniform Combined State Law Examination
    2016-12-15
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor