Advisor at Net Worth Advisors
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
Net Worth Advisors
Location
Waterloo, IA 50702
Credentials
CFP®, Series 63
Industry experience
44 years
Marilyn Quinn is a CFP® with 44 years of industry experience, currently affiliated with Net Worth Advisors in Waterloo, IA. She has worked with Private Advisor Group, LLC since 2019 and previously with Advantage Investment Management LLC and LPL Financial. Net Worth Advisors is a two-advisor firm that provides investment consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending third-party portfolio managers based on clients’ goals and risk tolerance, generally selecting managers with at least five years of experience.
Based on Net Worth Advisors
Based on Net Worth Advisors
$100,000 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commission-based compensation received by representatives for sales of securities and insurance products separate from advisory fees
No minimum charge set for hourly consultations
Account minimum: $100,000 Minimum fee: Minimum annual fee of $500
315 E San Marnan Dr.
Waterloo, IA 50702
Iowa
Private Advisor Group, LLC
2019 - Present (7 years)
Advantage Investment Management LLC
2015 - 2019 (4 years)
LPL Financial
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, Series 63
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65
Waterloo, IA
Keystone Wealth Management
Series 63
Cedar Falls, IA
Fencl Advisory Services, LLC
Series 65
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65, Series 66
Waterloo, IA
Net Worth Advisors
Series 63, Series 65
Cedar Falls, IA
Fencl Advisory Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")