Ian Martin Eberle
Professional Summary
Ian Martin Eberle was a registered financial advisor. Ian was a previously registered financial professional and started their career in finance 2022 - 2025. Ian had worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Ian supports a wealth advisory team that provides personalized financial solutions to help clients meet their needs and objectives. Prior to joining Mariner Wealth Advisors, Ian was a tax associate at Arbor Wealth Management. He also has prior experience in tax litigation at the Pennsylvania Office of the Attorney General and the law firm Marcus & Shapira in Pittsburgh, Pa. Ian has a bachelor’s degree in economics from New College of Florida and a J.D....
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
Past
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Current Firm
ADVICEPERIOD | MARINER, LLC | MARINER WEALTH ADVISORS, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER ULTRA | MARINER INSTITUTIONAL CONSULTING, LLC | MARINER INSTITUTIONAL | MARINER | KUMMER FINANCIAL STRATEGIES
Contact Information
Main Address
5700 W. 112th Street Suite 500, Overland Park, KS 66211Phone Number
(913) 904-5700# of Employees
1,889SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
186,791AUM (Assets Under Management)
$125,408,489,288Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | Cover Page | Report |
| 11/19/2024 | Cover Page | Report |
| 12/21/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ADVICEPERIOD | MARINER, LLC | MARINER WEALTH ADVISORS, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER ULTRA | MARINER INSTITUTIONAL CONSULTING, LLC | MARINER INSTITUTIONAL | MARINER | KUMMER FINANCIAL STRATEGIES
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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