Robert Craig Spears

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

• 10/2013 → 06/2018
  Tiaa
  Lawrence, KS
• 10/2013 → 06/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Lawrence, KS
• 06/2018 → 02/2021
  Arvest Wealth Management
  Fort Smith, AR
• 02/2021 → 06/2023
  Arvest Wealth Management
  Fort Smith, AR
• 02/2021 → 06/2023
  Arvest Bank
  Fort Smith, AR
• 06/2023 → 07/2024
  Arvest Bank
  Rogers, AR
• 06/2023 → 07/2024
  Arvest Wealth Management
  Rogers, AR
• 02/2024 → 07/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 02/2024 → 07/2024
  Cetera Investment Advisers Llc
  Fayetteville, AR
• 01/2024 → 07/2024
  First National Bank Of Fort Smith
  Fayetteville, AR
• 07/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2024-02-07 → 2024-07-08
  Cetera Investment Advisers Llc
  Fayetteville, AR
• 2018-07-06 → 2023-12-04
  Arvest Wealth Management
  Ft Smith, AR
  Lowell, AR
  Rogers, AR
• 2013-11-12 → 2018-06-14
  Tiaa-Cref Individual & Institutional Services, Llc
  Lawrence, KS
• 2006-11-03 → 2012-01-19
  Arvest Wealth Management
  Bentonville, AR
  Rogers, AR
  Springdale, AR
  Bentonville, AR
  Bentonville, AR
• 2002-12-09 → 2006-08-18
  Banc Of America Investment Services, Inc.
  Wichita, KS
  Wichita, KS

Exams

• S66 Uniform Combined State Law Examination
  2002-12-06
• S63 Uniform Securities Agent State Law Examination
  1995-05-18

Other Names

• Rob Spears
• Robert Craig Spears
• Robert Craig Spears