Philip Burfeind
Investment Adviser Representative at Mariner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Philip Burfeind is an investment adviser representative with Mariner in Bloomington, MN, where they have been registered since 2022. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Great Waters Financial and Advisornet Wealth Management. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Great Waters FinancialNov 2018 – Apr 2022Minneapolis, MN
- DST SystemsFeb 2018 – Nov 2018Minneapolis, MN
- Advisornet Wealth ManagementJul 2019 – Apr 2022Minneapolis, MN
- Hillsdale CollegeAug 2013 – Nov 2017Hillsdale, MI
- Smith, Jadin, JohnsonJun 2017 – Jan 2018Minneapolis, MN
- Great Waters Wealth ManagementApr 2022 – Dec 2022Minneapolis, MN
- Mariner Wealth AdvisorsDec 2022 – no end date reportedBloomington, 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
- $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
Client types the firm serves
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 profileOther advisors at Mariner
Showing 12 of 961 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Philip Burfeind 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.
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