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Hannah Jane Poss

Investment Adviser Representative at Mariner

Bloomington, MNCRD #8212352Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Hannah Jane Poss is an investment adviser representative with Mariner in Bloomington, MN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Minnesota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/19/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MarinerCurrent
2/10/2026 – Bloomington, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mariner
    Jan 2026 – no end date reportedOverland Park, KS
  2. PricewaterhouseCoopers, LLP
    Jul 2024 – Nov 2025Chicago, IL
  3. PricewaterhouseCoopers, LLP
    Nov 2021 – Jun 2024Chicago, IL
  4. PricewaterhouseCoopers, LLP
    Jul 2020 – Oct 2021Chicago, IL
  5. PricewaterhouseCoopers, LLP
    Aug 2017 – Jun 2020Chicago, IL
  6. University of MN
    Sep 2013 – May 2017Minneapolis, MN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mariner

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • $0 - $1,000,0001.25%
  • $1,000,000 - $5,000,0001.00%
  • $5,000,000 - $10,000,0000.80%
  • Above $10,000,0000.60%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
961
Offices listed on AdvisorFinder:
99
Main office:
Overland Park, KS
SEC file number:
801-66632

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 5, 2026

View full firm profile

Other advisors at Mariner

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hannah Jane Poss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Hannah Jane Poss (Mariner) - Fees, Credentials & Background