Inactive

Teresa Gerhardt

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Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2021-09-28

MI RA
APPROVED

Since 2021-09-28

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

Organization	City	State	From	To
Mariner Wealth Advisors	Novi	MI	09/2021	Present
Mariner Wealth Advisors	Novi	MI	01/2021	09/2021
Mariner Wealth Advisors	Novi	MI	10/2018	12/2020
Retirement Income Solutions	Ann Arbor	MI	09/2015	10/2018

09/2021 → Present

Mariner Wealth Advisors

Novi, MI
01/2021 → 09/2021

Mariner Wealth Advisors

Novi, MI
10/2018 → 12/2020

Mariner Wealth Advisors

Novi, MI
09/2015 → 10/2018

Retirement Income Solutions

Ann Arbor, MI

Designations

Other Names

Teresa Smith

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

ALLSTATE FINANCIAL ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CHARLES SCHWAB & CO., INC.

DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH

DOUGLAS SCOTT SMITH

ROBERT PAUL SCHMANSKY

Karrie Nicole Maier

DAVID RENE MERCIER

Melissa K Frantz

ANTHONY MICHAEL CARUANA

ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI

AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI

SPC · Novi, MI

J.P. MORGAN SECURITIES LLC · NOVI, MI

ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI

AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI

CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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