Peter J Haldeman

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

• 03/2024 → 01/2025
  Mariner Wealth Advisors
  Overland Park, KS
• 01/2025 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 07/2023 → 12/2023
  Morgan Stanley
  Tampa, FL
• 02/2023 → 07/2023
  Pnc Bank
  Lancaster, PA
• 08/2018 → 12/2022
  West Virginia University
  Morgantown, WV
• 01/2015 → 06/2018
  Hempfield High School
  Landisville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-11

Other Names

• Peter James Haldeman