Craig Robert Norris

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

• 05/2022 → 12/2023
  Mariner Wealth Advisors
  Oakbrook Terrace, IL
• 05/2021 → 11/2021
  Wealthquest
  Cincinnati, OH
• 05/2020 → 08/2020
  Invst
  Indianapolis, IN
• 03/2019 → 10/2021
  Brown County Hs
  Brown County, IN
• 05/2019 → 08/2019
  Old National Bank
  Evansville, IN
• 09/2015 → 08/2018
  Elite Air
  Newburgh, IN
• 08/2011 → 05/2022
  Student
  Bloomington, IN
• 01/2024 → Present
  Mariner Platform Solutions
  Overland Park, KS
• 01/2024 → Present
  Archiwealth
  Chicago, IL

Previous Registrations

• 2022-08-06 → 2024-01-02
  Mariner
  Oakbrook Terrace, IL

Other Businesses

1) Archiwealth; Chicago, IL; Wealth Advisor; offering investment advisory services through Mariner Platform Solutions; 160 hrs/month during securities trading hours 2) The H Foundation; not investment related, La Grange, IL, Advisory Board Member, Start date: 9/4/2022, 5 hours per month, 0 hours during trading hours, Serve on the advisory board and help volunteer with the H Foundation, a non profit dedicated to raising funds for cancer research. 3) Game On Media; not investment-related; internet-based; content creator; start date: 02/2024; 36 hrs/month; 0 hrs/month during securities trading hours; writing scripts and editing clips for social media sports channel

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-06

Designations

• Certified Financial Planner