Daniel Adam Lindenberg

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 01/2021 → 04/2023
  Goldman Sachs & Co. Llc
  Irvine, CA
• 09/2023 → Present
  Mariner Platform Solutions
  Overland Park, KS
• 09/2023 → Present
  Lf Planning Llc
  Huntington Beach, CA
• 04/2023 → 09/2023
  Unemployed
  Huntington Beach, CA

Previous Registrations

• 2008-03-26 → 2023-04-25
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA
  Irvine, CA
  Newport Beach, CA

Other Businesses

1)LF Planning, LLC; Investment Related; Huntington Beach, CA; Founder; start date 9/2023; 35, 25; offering investment advisory services through Mariner Platform Solutions. Tax preparer & insurance broker; Tax preparation and insurance business

Exams

• S66 Uniform Combined State Law Examination
  2007-11-05

Designations

• Certified Financial Planner