William Berkley Greiner

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

• 03/2012 → Present
  Mariner Wealth Advisors, Llc
  Leawood, KS

Previous Registrations

• 2003-10-07 → 2004-07-01
  Truenorth, Inc.
  Overland Park, KS

Other Businesses

NAME OF OTHER BUSINESS: WASHBURN UNIVERSITY ENDOWMENT ASSOCIATION; NOT INVESTMENT RELATED; ADDRESS: 1700 COLLEGE AVE, TOPEKA, KS 66621; NATURE OF BUSINESS: NOT-FOR-PROFIT ENDOWMENT - EDUCATION; POSITION: DIRECTOR; START DATE: 2007; 2-4 HOURS PER MONTH, NOT DURING SECURITIES HOURS; DUTIES: SERVE ON BOARDS OF DIRECTORS, TRUSTEES AND INVESTMENT COMMITTEE

Designations

• Chartered Financial Analyst

Other Names

• William Berkley Greiner