Tia Lanae Peterson

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

• 05/2021 → 08/2021
  Mutual Advisors, Llc
  Camarillo, CA
• 08/2019 → 09/2021
  Geoffreys Malibu
  Malibu, CA
• 07/2021 → 08/2021
  Cielo Farms
  Malibu, CA
• 05/2018 → 08/2018
  Prior-Lake Savage Area District Schools
  Prior Lake, MN
• 05/2018 → 07/2018
  Cantebury Park
  Shakopee, MN
• 09/2017 → 04/2018
  Special Programs At Pepperdine University
  Malibu, CA
• 03/2017 → 08/2017
  Men's Wearhouse
  Burnsville, MN
• 11/2015 → 03/2017
  Lucky's 13 Pub
  Burnsville, MN
• 08/2017 → 05/2020
  Student
  Malibu, CA
• 01/2011 → 05/2017
  Student
  Prior Lake, MN
• 09/2021 → 03/2022
  Advice Period
  Los Angeles, CA
• 03/2022 → Present
  Mariner Wealth Advisors
  Los Angeles, CA

Previous Registrations

• 2021-09-27 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-27