Timothy Michael Baumert

Employer firm

Mariner Advisor Network CRD 283824

$9.57B regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2021 → 01/2023
  Mariner Independent Advisor Network
  Overland Park, KS
• 11/2019 → 11/2021
  Unemployed
  Sacramento, CA
• 04/2019 → 11/2019
  Franklin Templeton Investments
  Rancho Cordova, CA
• 01/2018 → 04/2019
  Oregon State Treasury
  Tigard, OR
• 07/2015 → 01/2018
  California State Teachers Retirement System
  West Sacramento, CA
• 01/2023 → Present
  Mariner
  Overland Park, KS
• 02/2026 → Present
  Mariner Independent Advisor Network
  Overland Park, KS

Other Businesses

Easy Living Mobile Home Community, LLC; Investment related, Monroe, LA, Limited partner, Start date: 3/14/2024, 1 hour per month, 0 during trading hours, no responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-19

Other Names

• Tim Baumert