wiseradvisor


Shaun Marline
Marline & Associates LLC Wealth Management

Tel: 218-260-8747
11 East Superior Street
Suite 532
Duluth, MN 55802
Marline & Associates LLC Wealth Management | Financial Advisor in Duluth ,MN

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 Disclosures

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General Information

Firm Start Year:   2012
Name of Broker/Dealer:   LPL Financial
Number of Years with Current Firm:   10
Advisory Services Provided:   Risk Management, Education Funding and Planning, Tax Advice and Services, Retirement Planning

Education

Bachelor of Science  - Finance   Wisconsin  - Superior
09/01/1999-04/01/2001

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

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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