Steven John Gillhaus

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

• 04/2016 → 01/2017
  Bmo Harris Financial Advisors, Inc.
  Buffalo Grove, IL
• 01/2017 → 03/2022
  Mowery & Schoenfeld Wealth Management, Llc
  Lincolnshire, IL
• 03/2022 → 09/2022
  Savant Wealth Management
  Rockford, IL
• 09/2022 → Present
  Mariner Wealth Advisors
  Oakbrook Terrace, IL

Previous Registrations

• 2022-03-30 → 2022-09-28
  Savant Wealth Management
  Rockford, IL
  Lincolnshire, IL
• 2017-02-15 → 2022-03-25
  Mowery & Schoenfeld Wealth Management, Llc
  Lincolnshire, IL
• 2016-05-05 → 2017-01-06
  Bmo Harris Financial Advisors, Inc.
  Buffalo Grove, IL
  Buffalo Grove, IL
• 2013-12-03 → 2016-05-09
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Northbrook, IL
• 2013-04-02 → 2013-12-03
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

Farmington Bath and Tennis Club; Not investment related, Chicago, IL, Summer tennis and swim club for members, Elected Treasurer, Start Date: 4/1/2023, 6 hours per month, 0 hours during trading hours, manage memberships and maintain books and records.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-05-07

Designations

• Chartered Financial Analyst