Ian M. Eberle

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CRD#: 7543385

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ian Martin Eberle was a registered financial professional .

Ian is a previously registered financial professional and started their career in finance in 2022. Ian had worked at 2 firms and has passed the Series 65 exam.

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. from the University of Pittsburgh School of Law.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

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.

Intuit Inc; non investment relate, Pittsburg, PA, Tax Expert, Start Date: 12/13/2024, 100 hours per month, 0 during trading hours, answering tax questions for Intuit customers via TurboTax Live. Compass, Inc.; Not investment related, Pittsburg, PA, Real Estate Agent, Start date: 10/01/2024, 10 hours per month, 0 hours during trading hours,

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

April 2, 2024 - May 28, 2025

MARINER WEALTH

RIA

CRD#: 140195

Pittsburgh, PA

Past

October 4, 2023 - March 18, 2024

FORT PITT CAPITAL GROUP, LLC

RIA

CRD#: 281385

PITTSBURGH, PA

Past

June 1, 2022 - September 21, 2023

MARINER WEALTH

RIA

CRD#: 140195

Miramar Beach, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARINER WEALTH

CRD#: 140195 / SEC#: 801-66632

RIA

Registered Investment Advisory firm - (4/24/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 5/26/2022

Uniform Investment Adviser Law Examination

Current Firm

MARINER WEALTH

CRD#: 140195 / SEC#: 801-66632

RIA

Registered Investment Advisory firm - (4/24/2006 Approved)

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Contact information

Main Address

5700 W. 112th Street Suite 500, Overland Park, KS 66211

Mailing Address

Phone number

(913) 904-5700

Established

Firm type

Fiscal year end

# of Employees

1,503

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARINER ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	155,767
AUM (Assets Under Management)	$ 98,603,233,201

Accountant 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

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ian M. Eberle

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MARINER WEALTH

FORT PITT CAPITAL GROUP, LLC

MARINER WEALTH

Primary Firm SEC Registration

MARINER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2022

Current Firm

MARINER WEALTH

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MARINER WEALTH

TRUST BUT VERIFY

Contact information

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