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Heather Augustine

Chief at Mariner Platform Solutions

Firm officerUpdated

Heather Augustine has been Chief of Mariner Platform Solutions, LLC, an Overland Park, KS investment adviser managing $7.34B, since March 2024.

2
Years in role
$7.34B
Firm AUM
4,307
Firm clients
106
Firm advisers

From Form ADV filed 13 August 2026Form ADV

Career

Heather Augustine is not listed as a control person, but directly owns under 5% of Mariner Platform Solutions.

Mariner Platform Solutions is an investment adviser based in Overland Park, KS, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.34 billion, as filed on 13 August 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
2703514
Firm
Mariner Platform Solutions · CRD 305418
Role
Chief
In role since
March 2024 · 2 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Overland Park, KS
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Heather Augustine work?

Heather Augustine has been Chief of Mariner Platform Solutions, LLC since March 2024.

Source: Form ADV, Schedule A, filed 13 August 2026

How can I verify Heather Augustine’s record?

Heather Augustine’s role is listed on Mariner Platform Solutions, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 305418.

Source: Form ADV, Schedule A, filed 13 August 2026

Leadership at Mariner Platform Solutions

  • Martin BicknellChief Executive Officer
  • Jeffrey PoeChief Financial Officer
  • Cheryl BicknellChief Operating Officer
  • Anne DorianChief Risk Officer
  • Bradley RollinsChief Investment Officer
  • Robert SandrewNational Managing Director

Sources

  1. IAPD individual lookup, CRD 2703514, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mariner Platform Solutions, LLC, filed 13 August 2026. Title, control and ownership bands.