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RIA / WealthAdvisorCertified Financial Planner27 years in industry

KERSTIN ANNE WILES

Advisor at MARINER

Sarasota, FL

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Search this name across graphsid dfx:ria:3cf2bf5b-be07-7fa8-13de-7854bc028d52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 8, 1999
First registration: Feb 26, 2003
Dual registered: no
Other names: KERSTIN A KOPEL|KERSTA A KOPEL
IAPD individual key: 3048996

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Mariner	Bd affiliated wealth	Mar 28, 2022	n/a	yes	Sarasota, FL	Current employment
HOMRICH BERG	Former SEC adviser	Jul 29, 2009	Oct 22, 2018	no	SUWANEE, GA\|Alpharetta, GA	Previous registration
CREATIVE FINANCIAL GROUP LTD	n/a	May 2, 2003	Apr 21, 2008	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
SYNOVUS SECURITIES, INC.	Bd affiliated wealth	Feb 26, 2003	Nov 1, 2005	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HOMRICH BERG	Mariner	Oct 22, 2018	Mar 28, 2022	1,253	Firm change after gap	RIA to ibd
CREATIVE FINANCIAL GROUP LTD	HOMRICH BERG	Apr 21, 2008	Jul 29, 2009	464	Firm change after gap	Other
SYNOVUS SECURITIES, INC.	CREATIVE FINANCIAL GROUP LTD	Nov 1, 2005	May 2, 2003	-914	Firm change after gap	Other

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Mar 28, 2022 to presentfactForm ADV
→ HOMRICH BERGRegistered adviserregistration: previous registration
Jul 29, 2009 to Oct 22, 2018factForm ADV
→ CREATIVE FINANCIAL GROUP LTDRegistered adviserregistration: previous registration
May 2, 2003 to Apr 21, 2008factForm ADV
→ SYNOVUS SECURITIES, INC.Registered adviserregistration: previous registration
Feb 26, 2003 to Nov 1, 2005factForm ADV

Dated events

No dated event names this entity yet.