Paul M Neltner

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

• 11/1985 → Present
  Munninghoff, Lange & Company
  Cincinnati, OH
• 01/2015 → 03/2021
  Private Client Services
  Louisville, KY
• 05/2024 → Present
  Mariner Independent
  Overland Park, KS
• 05/2024 → Present
  Camden Investment Co., Llc
  Covington, KY

Previous Registrations

• 2019-12-05 → 2021-03-03
  Private Client Services, Llc
  Covington, KY
  Louisville, KY
  Louisville, KY
  Lebanon, KY
  Louisville, KY
• 2001-09-07 → 2007-12-31
  Fourth Street Performance Partners, Inc.
  Cincinnati, OH

Other Businesses

1. MUNNINGHOFF, LANGE & CO - TAX & FINANCIAL PLANNING - 160+ HRS/MONTH. CPA/PFS. SHAREHOLDER TAX PRACTICE & FINANCIAL PLANNING. 231 SCOTT BLVD 3RD FLOOR, COVINGTON KY 41011. 2. MOSLER INVESTMENT CO. LLC. INSURANCE SALES - 10+ HOURS/MONTH - INSURANCE SALES THROUGH VARIOUS CARRIERS. 231 SCOTT BLVD 3RD FLOOR, COVINGTON KY 41011. 3. BLEACH BOTTLE INVESTMENTS, LLC - FAMILY PARTNERSHIP HOLDING FARM LAND. NON-INVESTMENT RELATED, 0 HRS DURING TRADING TIME. 4. CAMDEN INVESTMENT CO, LLC. ; INVESTMENT-RELATED; COVINGTON, KY; REGISTERED ADVISOR; OFFERING INVESTMENT ADVISORY SERVICES THROUGH MARINER INDEPENDENT; 30 HOURS/MONTH DURING TRADING HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-19

Designations

• Personal Financial Specialist

Other Names

• Paul M Neltner
• Paul M Nelter
• Paul M Neltner