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Philip Burfeind

Mariner

Bloomington, MN

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-12-22
TX RA APPROVED 2022-12-22
  • MN RA
    APPROVED
    Since 2022-12-22
  • TX RA
    APPROVED
    Since 2022-12-22

Branch Locations

4400 West 78Th Street 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
OrganizationCityStateFromTo
Great Waters Financial Minneapolis MN 11/2018 04/2022
Dst Systems Minneapolis MN 02/2018 11/2018
Advisornet Wealth Management Minneapolis MN 07/2019 04/2022
Hillsdale College Hillsdale MI 08/2013 11/2017
Smith, Jadin, Johnson Minneapolis MN 06/2017 01/2018
Great Waters Wealth Management Minneapolis MN 04/2022 12/2022
Mariner Wealth Advisors Bloomington MN 12/2022 Present
  • 11/2018 → 04/2022
    Minneapolis, MN
  • 02/2018 → 11/2018
    Dst Systems
    Minneapolis, MN
  • 07/2019 → 04/2022
    Advisornet Wealth Management
    Minneapolis, MN
  • 08/2013 → 11/2017
    Hillsdale College
    Hillsdale, MI
  • 06/2017 → 01/2018
    Smith, Jadin, Johnson
    Minneapolis, MN
  • 04/2022 → 12/2022
    Great Waters Wealth Management
    Minneapolis, MN
  • 12/2022 → Present
    Mariner Wealth Advisors
    Bloomington, MN
Previous Registrations
Other Businesses

TERANORD CAPITAL LLC; CHANHASSEN, MN; NOT INVESTMENT RELATEDZ; GENERAL PARTNER; REAL ESTATE COMPANY; START DATE 5/16/22; O HRS PER MONTH; 0 HRS DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-01
  • S65 Uniform Investment Adviser Law Examination
    2019-07-01
Designations
Other Names
  • Philip Daniel Burfeind
  • Phil Burfeind

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