Eric Bokesch is a registered investment advisor at Mariner Institutional, LLC, based in West Chester, OH, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 64 clients with $2.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9100 West Chester Towne Centre Drive, Suite 225, West Chester, OH, 45069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric works as an Investment Advisor Representative for Mariner Wealth Advisors and Mariner Institutional, dedicating full-time hours to these roles. The filing also mentions insurance sales at Mariner Wealth Advisors.
Employment History
Current Registrations
Mariner Institutional, LLC
Mariner Wealth
Previous Registrations
Msec, LLCBroker
Pinnacle Wealth Management, INC.
Securities America, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Invest Financial CorporationBroker
Hartford Equity Sales Company INC.Broker
Nationwide Investment Services CorporationBroker
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.