Advisor at Marshall Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marshall Investment Management, LLC
Location
Greenwood Village, CO 80111
Credentials
Series 63, Series 65
Industry experience
27 years
Dennis Marshall is a financial advisor with Marshall Investment Management, LLC in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Marshall Investment Management since 2015. Outside of his advisory role, he teaches pre-retirement human resources training courses for the federal government. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with portfolio management, financial planning, and consulting. The firm offers diversified asset allocation strategies and sponsors the AMP Wrap Program, providing bundled advisory, execution, and administrative services.
Based on Marshall Investment Management, LLC
Based on Marshall Investment Management, LLC
Financial planning flat fee between $2,500 and $15,000; financial consulting flat fees up to $15,000 per year.
IARs may receive commissions from securities transactions and insurance products, commissions do not offset advisory fees.
Financial planning hourly rate up to $500 per hour; financial consulting hourly fees range from $200 to $500 per hour.
Ongoing financial planning services at $200 per month.
Fee-only: Financial planning flat fees range from $2,500 to $15,000; ongoing financial planning services $200 per month; financial consulting hourly fees range from $200 to $500 per hour; flat fees for ongoing financial consulting service up to $15,000 per year.
5251 Dtc Parkway, Suite 1185
Greenwood Village, CO 80111
Colorado · Texas
Lpl Financial, Llc
2015 - Present (11 years)
Marshall Investment Management, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Skidmore Advisory Services, Inc.
CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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