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Inactive

Alexis Burton

Mariner

New Albany, IN

CRD 8263999

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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

AuthorityCategoryStatusDate
IN RA APPROVED 2026-08-17
  • IN RA
    APPROVED
    Since 2026-08-17

Branch Locations

3707 Charlestown Rd. Suite C2, New Albany, IN 47150 • 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
OrganizationCityStateFromTo
Mariner Overland Park KS 05/2022 04/2026
Mariner Overland Park KS 04/2026 Present
New Albany High School New Albany IN 08/2014 08/2018
Western Kentucky University Bowling Green KY 08/2018 05/2022
  • 05/2022 → 04/2026
    Mariner
    Overland Park, KS
  • 04/2026 → Present
    Mariner
    Overland Park, KS
  • 08/2014 → 08/2018
    New Albany High School
    New Albany, IN
  • 08/2018 → 05/2022
    Western Kentucky University
    Bowling Green, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-17
  • S65 Uniform Investment Adviser Law Examination
    2026-08-17

View on SEC IAPD

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