Alfredo Andres Paredes

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

• 02/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 08/2020 → 02/2023
  Mariner Wealth Advisors
  Overland Park, KS
• 06/2019 → 08/2019
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2019 → 05/2020
  Lifeaid Beverage Co.
  Santa Cruz, CA
• 07/2018 → 09/2018
  Castle Aura Enterprise
  San Diego, CA
• 06/2017 → 08/2017
  Wings N Things
  San Diego, CA
• 03/2013 → 09/2016
  Student
  San Diego, CA
• 09/2016 → 06/2020
  University Of California, Santa Cruz
  Santa Cruz, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-15

Designations

• Certified Financial Planner