Eric May

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

• 04/2022 → Present
  Mariner Platform Solutions
  Dubuque, IA
• 04/2022 → Present
  Intersect Wealth Advisors, Llc
  Dubuque, IA
• 09/2018 → 04/2022
  Dubuque Bank & Trust
  Dubuque, IA
• 11/2015 → 09/2018
  America Trust & Savings
  Dubuque, IA

Other Businesses

INTERSECT WEALTH ADVISORS, LLC; DUBUQUE, IA; OWNER; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER PLATFORM SOLUTIONS; START DATE 04/2022;160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Designations

• Certified Financial Planner