Amelia Clifford Ostenson

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:

Current Employers

Mariner Independent

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-10-07

GA RA
APPROVED

Since 2025-10-07

Branch Locations

Athens, GA • United States

196 Alps Road Suite 70, Athens, GA 30606 • 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
Homrich Berg	Atlanta	GA	12/2011	03/2018
Branch Partners	Athens	GA	09/2025	Present
Mariner Platform Solutions	Overland Park	KS	09/2025	Present
Soliant Health, Llc	Atlanta	GA	09/2023	02/2024
Perimeter Property Services	Atlanta	GA	08/2018	02/2024
Stay At Home Mother	Atlanta	GA	03/2018	08/2018
Stay At Home Mother	Atlanta	GA	02/2024	09/2025

12/2011 → 03/2018

Homrich Berg

Atlanta, GA
09/2025 → Present

Branch Partners

Athens, GA
09/2025 → Present

Mariner Platform Solutions

Overland Park, KS
09/2023 → 02/2024

Soliant Health, Llc

Atlanta, GA
08/2018 → 02/2024

Perimeter Property Services

Atlanta, GA
03/2018 → 08/2018

Stay At Home Mother

Atlanta, GA
02/2024 → 09/2025

Stay At Home Mother

Atlanta, GA

Previous Registrations

2017-05-15 → 2018-02-26

Homrich Berg

Atlanta, GA

Other Businesses

Branch Partners; Investment related, Athens, GA, Offering investment services through Mariner Platform Solutions, start date; 09/2025, 160 hours per month during securities trading hours.

Designations

Certified Financial Planner

View on SEC IAPD