Joseph Daniel Frissora

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

• 12/2018 → 03/2020
  Schwarz Dygos Wheeler Investment Advisors Llc
  Minneapolis, MN
• 08/2017 → 04/2020
  Tiny Anchor Photography
  Plymouth, MN
• 06/2017 → 08/2018
  Herzl Camp
  St. Louis Park, MN
• 08/2014 → 07/2018
  Spring Lake Park School District #16
  Spring Lake Park, MN
• 01/2013 → 07/2018
  Rochester Public Schools
  Rochester, MN
• 03/2020 → 09/2022
  Greenwald Wealth Management
  St Louis Park, MN
• 04/2020 → 09/2022
  Commonwealth Financial Network
  San Diego, CA
• 09/2022 → Present
  Mariner Wealth Advisors
  Bloomington, MN

Previous Registrations

• 2020-04-29 → 2022-10-04
  Commonwealth Financial Network
  St. Louis Park, MN
• 2019-01-30 → 2020-03-19
  Schwarz Dygos Wheeler Investment Advisors Llc
  Minneapolis, MN

Other Businesses

Manual.Care, LLC; not investment related; Stillwater, MN; financial education; guest speaker / panelist; start date 9/1/25; 1 hour /month, 0 during trading hours; speaking engagements

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-08

Designations

• Certified Financial Planner