Ronald Bruce Beyer

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 → 09/2018
  Vantage Investment Advisors, Llc
  State College, PA
• 03/2018 → Present
  Mariner Wealth Advisors
  State College, PA

Previous Registrations

• 2015-03-30 → 2018-10-11
  Mariner Wealth Advisors
  State College, PA
  State College, PA
• 2014-04-09 → 2015-03-30
  Art Investment Partners, Llc
  State College, PA

Other Businesses

State College Sunrise Rotary Club; Not investment related, State College, PA, Service Organization, assistant treasurer, Start date 7/1/2023, 8 hours per month, 0 hours during trading hours, Preside over club meetings and oversee various committees.

Designations

• Chartered Financial Analyst