Sioux Falls, SD S Western Ave Office

Team
Updated today
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Mariner

Enterprise

Firm-wide stats for Mariner

Total advisors

1,001

Across 214 offices

Clients per advisor

55 Typical

Avg AUM per client

$2,116,909 Very High

HNW client ratio

41% Very High

About

Mariner serves a broad mix of clients — individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and private funds — through investment management, financial planning and reporting, retirement plan consulting, and access to pooled vehicles and third‑party managers. The firm also offers coordinated tax services, Core Family Office (CFO) services and employer financial‑wellness tools in addition to traditional portfolio management.

The firm generally implements discretionary, customized portfolios overseen by an Investment Committee and supported by an internal portfolio management team, combining in‑house research with allocations to third‑party managers and platforms (including CAIS access and SEI sub‑advised models). Its strategies span equity and fixed income mandates as well as alternatives, structured notes, options, direct indexing and digital assets, and it provides ERISA 3(38) retirement plan solutions such as the Pathway DC program.

What is less common for a firm of this enterprise scale is the depth of tax and accounting integration: Mariner maintains CPAs and enrolled agents, provides stand‑alone and coordinated tax compliance, planning and preparation, and is affiliated with a specialty tax services entity. The brochure also highlights administrative CFO capabilities (including bill payment and platform administrator authority) and a Financial Wellness Platform for employer clients — operational offerings that are relatively atypical among large advisory enterprises.

Based on Mariner

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Mariner

Occupation focus

Founder/Business Owner Executive

Based on Mariner

Location

6320 S Western Ave

Sioux Falls SD 57108

Advisors at this office

8

Advisors at this office

user avatar

Russell P

CFP®, Series 66

Sioux Falls, SD

Mariner

Russell Pixler is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. His prior roles include positions at 1 St Global Advisors Inc., 1st Global Capital Corp., and Foundations Wealth Management. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and administrative capabilities uncommon for a firm of its scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Derek M

Series 65

Sioux Falls, SD

Mariner

Derek Miller is a financial advisor at Mariner with a Series 65 credential and no prior industry experience before joining Mariner. His previous roles include positions at A&B Business, Boen & Associates, Rivers Edge Bank, Service First Credit Union, and CorTrust Bank. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines customized portfolio management with coordinated tax and accounting integration, as well as administrative CFO capabilities and financial wellness tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ashley R

Series 65

Sioux Falls, SD

Mariner

Ashley Renelt is a financial advisor at Mariner with seven years of industry experience. She holds a Series 65 designation and previously worked at Foundations Wealth Management for six years. Outside of advising, Ashley is also a part-time chiropractor at Adam Renelt, DC PC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers and integrates tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christina L

CFP®, Series 63, Series 65

Sioux Falls, SD

Mariner

Christina Lynn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. Her prior experience includes roles at Kahler Financial Group, Thrivent Financial, and Variable Investment Advisors. Outside of her advisory work, she teaches a course on wealth management foundations at Columbia University, volunteers as an advisor for the University of Oklahoma’s Women in Leadership certificate program, and is authoring a consumer-facing book on parenting focused on financial literacy for children. Mariner Wealth Advisors serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm offers integrated tax services and Core Family Office capabilities alongside discretionary portfolios that combine internal research with third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ross M

CFP®, Series 66

Sioux Falls, SD

Mariner

Ross Menke is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Mariner. His prior roles include positions at Lyndale Financial, Willkate Wealth Management, and Equitable Advisors. He is a member of the Board of Trustees for the First Congregational Church of Sioux Falls. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Charles I

Series 65

Sioux Falls, SD

Mariner

Charles Illg is a financial advisor with Mariner and holds a Series 65 designation. He has experience in accounting and media through previous roles at Solution CPA, Dakota CPA, and Digital Plains Media. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and Core Family Office capabilities, employing customized portfolios supported by in-house research and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kelsey H

Series 65

Sioux Falls, SD

Mariner

Kelsey Hardie is a Series 65-licensed advisor at Mariner with one year of industry experience. Prior to her current role, she worked at Mariner from 2019 to 2025 and was employed at Kaladi's Bistro and South Dakota State University. She is co-owner of ClearCut Tree Service, a tree removal business in Sioux Falls, South Dakota. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax services. The firm uses customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Morgen H

Series 65

Sioux Falls, SD

Mariner

Morgen Hall is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and previously worked in education and the hospitality sector. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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