Christopher Robert Housen

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

• 02/1994 → 01/2019
  Capital Analysts, Incorporated
  Manasquan, NJ
• 06/2012 → 01/2019
  Lincoln Investment
  Manasquan, NJ
• 04/2014 → Present
  Mariner Wealth Advisors
  Manasquan, NJ
• 01/2019 → Present
  Msec, Llc
  Overland Park, KS

Previous Registrations

• 2012-06-01 → 2019-01-10
  Lincoln Investment
  Manasquan, NJ
  Tequesta, FL
• 2012-06-04 → 2019-01-10
  Capital Analysts
  Manasquan, NJ
  Tequesta, FL
• 2014-07-22 → 2018-12-31
  Mariner Wealth Advisors
  Overland Park, KS
• 2002-07-26 → 2014-07-21
  Housen Financial Group, Inc.
  Manasquan, NJ
  Manasquan, NJ
• 2002-07-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Manasquan, NJ
  Cincinnati, OH

Other Businesses

ZACH HOLDINGS, LLC POSITION: member of an LLC that invests in minority interests in franchise stores NATURE: passive investment INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2018 ADDRESS: 3205 river road, point pleasant NJ 08742, United States DESCRIPTION: member of an LLC that owns passive minority investment in franchise stores. MANASQUAN CROSSINGS, LLC, 229 EAST MAIN STREET, MANASQUAN, NJ 08736; OWNS/RENTS REAL ESTATE; START 3/2007; 1 HR/MONTH AND 0 DURING SECURITIES TRADING HOURS. BCM Golf Holdings, LLC; investment-related; Tequesta, FL; golf course; minority investor; start date: 2/2020; 0 hrs/month JM Stores FL, LLC; investment-related; Tequesta, FL; ownership in franchise; LLC member; start date: 12/2019; 1 hr/month; 0 hrs during trading hours Osprey Point Investments, LLC; investment-related; Point Pleasant, NJ; real estate ownership; LLC member; start date: 05/2014; 0 hrs/month TC West 4C LL C; Not investment related; Tequesta, FL, Real Estate; Member, Start date: 3/22/2024; 0 hours per month, 0 hours during trading hours, no responsibilities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-05-22

Designations

• Certified Financial Planner