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Marleen Thudium

Advisor at RJ Hill's Financial Services, LLC

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RJ Hill's Financial Services, LLC logo

Firm

RJ Hill's Financial Services, LLC

Location

Eau Claire, WI 54703

Credentials

Series 63, Series 66

Industry experience

14 years

About

Marleen Thudium is a financial advisor at RJ Hill's Financial Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been involved in related business activities including managing a business consulting firm and owning an insurance brokerage specializing in health and Medicare-related insurance products. RJ Hill’s Financial Services provides wealth management and integrated tax-planning services primarily to individuals and closely held businesses, with a focus on farmers and clients in blue-collar trades. The firm emphasizes diversification and integrated asset allocation that considers economic outlook, risk tolerance, and tax consequences, offering both discretionary and non-discretionary management.

Client services

Based on RJ Hill's Financial Services, LLC

Portfolio management

Expertise

Based on RJ Hill's Financial Services, LLC

General estate planning guidance Tax strategies for small businesses Business ownership considerations Real estate investing

Occupation focus

Based on RJ Hill's Financial Services, LLC

Founder/Business Owner

Demographic focus

Based on RJ Hill's Financial Services, LLC

Mid-Career Professionals

Fee options

Percentage

0.05% to 1.00% annually, negotiable

Location

10 Platt Street

Eau Claire, WI 54703

Most active in

California · Tennessee · Wisconsin

Work history

Hills Tax Service

2020 - Present (6 years)

RJ Hill's Financial Services, LLC

2012 - Present (14 years)

RJ Hill's Services, LLC

2009 - Present (17 years)

Willow Brook Insurance Services

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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