Donald Birrell Jeffery

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2022-08-01

MI RA
APPROVED

Since 2022-08-01

Branch Locations

38710 Woodward Ave. Ste. 200, Bloomfield Hills, MI 48304 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Heber Fuger Wendin, Inc.	Bloomfield Hills	MI	03/1989	07/2022
Heber Fuger Wendin, Inc.	Bloomfield Hills	MI	02/2014	07/2022
Mariner Wealth Advisors	Bloomfield Hills	MI	08/2022	Present

03/1989 → 07/2022

Heber Fuger Wendin, Inc.

Bloomfield Hills, MI
02/2014 → 07/2022

Heber Fuger Wendin, Inc.

Bloomfield Hills, MI
08/2022 → Present

Mariner Wealth Advisors

Bloomfield Hills, MI

Previous Registrations

2010-04-06 → 2022-10-14

Heber Fuger Wendin Inc

Bloomfield, MI

Current Employers

Mariner

Disclosures

Employment History

Previous Registrations

Designations

Other Names

Other Firms

Other Investors

Other Offices

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