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Elise Catherine Schulok

Mariner

Cincinnati, OH

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-02-10
  • OH RA
    APPROVED
    Since 2025-02-10

Branch Locations

4555 Lake Forest Dr. Suite 650, Cincinnati, OH 45242 • 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
Full Time Student Columbus OH 08/2019 05/2023
Anderson Township Pub Cincinnati OH 05/2023 08/2023
Medpace Cincinnati OH 06/2021 08/2021
Cassady Schiller Cpa And Advisors Cincinnati OH 06/2022 08/2022
Full Time Student Cincinnati OH 01/2013 06/2019
Cassady Schiller Wealth Management Cincinnati OH 08/2023 01/2025
Mariner Wealth Overland Park KS 01/2025 Present
  • 08/2019 → 05/2023
    Full Time Student
    Columbus, OH
  • 05/2023 → 08/2023
    Anderson Township Pub
    Cincinnati, OH
  • 06/2021 → 08/2021
    Medpace
    Cincinnati, OH
  • 06/2022 → 08/2022
    Cassady Schiller Cpa And Advisors
    Cincinnati, OH
  • 01/2013 → 06/2019
    Full Time Student
    Cincinnati, OH
  • 08/2023 → 01/2025
    Cassady Schiller Wealth Management
    Cincinnati, OH
  • 01/2025 → Present
    Mariner Wealth
    Overland Park, KS
Previous Registrations
  • 2023-09-19 → 2025-02-18
    Cassady Schiller Wealth Management, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-19
  • S65 Uniform Investment Adviser Law Examination
    2023-08-19
Designations

View on SEC IAPD

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ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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