Connor William Gillis

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

• 01/2020 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 09/2019 → 09/2020
  Blythefield Hills Baptist Church
  Rockford, MI
• 04/2019 → 09/2019
  Over The Top Asphalt
  Rockford, MI
• 03/2018 → 07/2019
  Rockford Lacrosse Club
  Rockford, MI
• 05/2017 → 11/2018
  Mmm Landscaping
  Rockford, MI
• 09/2005 → 06/2017
  Rockford Public Schools
  Rockford, MI
• 06/2022 → 01/2024
  Bank Of America, N.A.
  Grand Rapids, MI
• 01/2024 → 02/2025
  Rockefeller Financial Llc
  Grand Rapids, MI
• 02/2025 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2024-01-12 → 2025-02-19
  Rockefeller Financial Llc
  Grand Rapids, MI
  Chicago, IL
  Grand Rapids, MI
• 2022-02-28 → 2024-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
  New York, NY

Other Businesses

Grand Valley State University Young Alumni Council, 1 Campus DR, Allendale, MI, 49401. President - Elect. 06/01/2022. 10 hours a month and zero hours during trading hours. Alumni Board. Education related.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25

Designations

• Certified Financial Planner

Other Names

• Connor Gillis