Addison Ni

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

• 05/2024 → Present
  Mariner
  Overland Park, KS
• 05/2026 → Present
  Mariner
  Overland Park, KS
• 11/2022 → 05/2024
  Northern Trust
  Chicago, IL
• 06/2021 → 10/2022
  Northern Trust
  Chicago, IL
• 08/2017 → 05/2021
  University Of Iowa
  Iowa City, IA
• 05/2020 → 09/2020
  Northwestern Mutual
  Cedar Rapids, IA
• 09/2018 → 05/2019
  Vue Rooftop Hilton Hotel
  Iowa City, IA
• 01/2015 → 08/2020
  Mandarin Spice Asian Grill
  Cedar Rapids, IA
• 08/2014 → 05/2017
  John F Kennedy High School
  Cedar Rapids, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-16