Lanark Financial
47yrs
Top advisor by experience in Dubuque
5yrs
Eric May
Financial advisor at Mariner Independent
Eric May is a financial advisor in Dubuque, Iowa, with 5 years in the industry. Eric joined Mariner Independent in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office790 Main Street Suite. 2, Dubuque, IA 52001
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm120
States licensed ?1 state
Services through Mariner Independent
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowMariner IndependentCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Mariner Independent at 913-904-5700 and ask for Eric May. Eric works from the Dubuque, IA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Eric hold?
No exams are listed on the official record.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Mariner Independent reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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