VETTED
Shaun Marline
Tel: 218-260-8747 11 East Superior Street Suite 532 Duluth, MN 55802
We Work For You
About Marline & Associates LLC Wealth Management
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
See DisclosuresWhatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
General Information
CRD#:
4645930
Firm CRD#:
6413
Name of Broker/Dealer:
LPL Financial
Years of Experience in Financial Services:
18
Number of Years with Current Firm:
10
Advisory Services Provided:
Tax Advice and Services, Education Funding and Planning, Risk Management, Retirement Planning
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts:
$50,000
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
18 Years of Experience
Research This Advisor
Talk to an AdvisorFINRA/SEC Registered Advisors
Your Information is Safe and Secure
