Inactive

Teresa Marie Bird

Brooklyn Park, MN

Bloomington, MN

CRD 7512675

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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:

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-07-24

MN RA
APPROVED

Since 2025-07-24

Branch Locations

Brooklyn Park, MN • United States

4400 W. 78Th St Suite 150, Bloomington, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rsm Us	Rochester	MN	10/2013	12/2018
Carlson Capital Management	Rochester	MN	01/2019	04/2021
Prairieview Partners	St. Paul	MN	04/2021	07/2025
Mariner	Overland Park	KS	07/2025	Present

10/2013 → 12/2018

Rsm Us

Rochester, MN
01/2019 → 04/2021

Carlson Capital Management

Rochester, MN
04/2021 → 07/2025

Prairieview Partners

St. Paul, MN
07/2025 → Present

Mariner

Overland Park, KS

Previous Registrations

2022-03-01 → 2025-07-24

Prairieview Partners, Llc

St. Paul, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-24

S65 Uniform Investment Adviser Law Examination

2025-10-24

Designations

Certified Financial Planner

Other Names

Teresa Marie Alt

View on SEC IAPD

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