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.

Current firm

MARINER WEALTH

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Jul 28, 2016

First registration

Oct 31, 2016

Dual registered

no

Other names

Toni Marie Wyngaard|Toni Marie Schwahn

IAPD individual key

6710401

• Occurred

  Sep 5, 2024
  Advisor changed firm

  Toni Marie Schwahn left Avantax Planning Partners, Inc. for Mariner Wealth (registered 2025-04-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6bee2d5-4e99-e395-9492-e3804636cd6a

First observed

Oct 31, 2016

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.