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Catherine Michelle Anderson

Mariner

Cincinnati, OH

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-03
  • OH RA
    APPROVED
    Since 2025-10-03

Branch Locations

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
Baltimore Life Insurance Duncanville PA 04/2018 07/2018
Penn State Univ Altoona PA 08/2011 12/2016
Ritter Insurance Marketing Altoona PA 10/2017 08/2018
Unemployed Duncanville PA 01/2017 03/2017
Verity Asset Management Durham NC 04/2019 12/2022
Verity Investments, Inc. Durham NC 04/2019 09/2022
Appreciation Financial Henderson NV 03/2019 01/2023
Sheetz Altoona PA 03/2017 05/2017
Unemployed Altoona PA 06/2017 09/2017
Next Financial Altoona PA 10/2018 03/2019
Encompass More Asset Management Llc Danville CA 08/2022 09/2025
Encompass More Investments, Llc Danville CA 01/2023 09/2025
Mariner Overland Park KS 09/2025 Present
  • 04/2018 → 07/2018
    Baltimore Life Insurance
    Duncanville, PA
  • 08/2011 → 12/2016
    Penn State Univ
    Altoona, PA
  • 10/2017 → 08/2018
    Ritter Insurance Marketing
    Altoona, PA
  • 01/2017 → 03/2017
    Unemployed
    Duncanville, PA
  • 04/2019 → 12/2022
    Durham, NC
  • 04/2019 → 09/2022
    Verity Investments, Inc.
    Durham, NC
  • 03/2019 → 01/2023
    Appreciation Financial
    Henderson, NV
  • 03/2017 → 05/2017
    Sheetz
    Altoona, PA
  • 06/2017 → 09/2017
    Unemployed
    Altoona, PA
  • 10/2018 → 03/2019
    Next Financial
    Altoona, PA
  • 08/2022 → 09/2025
    Danville, CA
  • 01/2023 → 09/2025
    Encompass More Investments, Llc
    Danville, CA
  • 09/2025 → Present
    Overland Park, KS
Previous Registrations
Other Businesses

1) Anderson Financial and Insurance Group; Not-investment related; Cincinnati OH; Owner; Start: 9/1/2017; 3 hours /month, 0 during trading hours; licensed life and health insurance agent selling fixed income annuities, private health insurance and Medicare advantage and medigap plans, life insurance and disability policies 2) Encompass More Asset Management, LLC; Investment related; 390 Diablo Road, Suite 200, Danville, CA 94526; registered Investment Advisor; Start: 08/2019; 50 hours per week during trading hours; Independent RIA offering mutual funds, stocks, etc.; mostly 403b accounts invested in mutual funds.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-26
S63 Uniform Securities Agent State Law Examination 2019-08-20
  • S65 Uniform Investment Adviser Law Examination
    2019-08-26
  • S63 Uniform Securities Agent State Law Examination
    2019-08-20
Designations
Other Names
  • Catherine M Anderson

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