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Tami Ledger

11 Years of Experience
1 Disclosure

Tami Ledger is a registered investment advisor at Mariner Institutional, LLC, based in Omaha, NE, with 11 years of industry experience. Tami 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$2.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

13815 FNB Parkway, Suite 100, Omaha, NE, 68154

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History

Regulatory History (1)
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Judgment / Lien
May 2012
Other Business Activities

Tami works as an Investment Advisor Representative for both Mariner Wealth Advisors and Mariner Institutional, dedicating full-time hours to each during securities hours. These roles are investment-related.

Employment History
Current Registrations
Mariner Institutional, LLC
November 2024 - Present · 1 yr 5 mos
Mariner Wealth
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
Mariner Retirement Advisors, LLC
December 2014 - July 2018 · 3 yrs 7 mos
Securian Financial Services, INC.
July 2010 - December 2010 · 5 mos
State Registrations1 state
NE
Advisor

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.

Exams
No exam information available for this advisor.
Tami Ledger - Financial Advisor | TrueAdvisor