Advisor at Richmark Private Wealth Management
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Firm
Richmark Private Wealth Management
Location
Frankenmuth, MI 48734
Credentials
Series 63, Series 66
Industry experience
21 years
Richard Marotzke is a financial advisor with RichMark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services, Inc. and is involved with Alta Holdings and Michigan Valley Insurance Agency. Marotzke has been active with Christ Lutheran Church since 2004. RichMark Private Wealth Management serves individuals, retirement plan participants, trusts, estates, charitable organizations, corporations, and other registered advisers, offering portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through sub-advisers, with a focus on aligning investment approaches to clients’ financial goals and circumstances.
Based on Richmark Private Wealth Management
Based on Richmark Private Wealth Management
Fixed fees up to $5,000 for financial planning and consulting services
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm
Hourly rate up to $250 for financial planning and consulting services
Account minimum: $25,000 Fee-only: Hourly fees up to $250/hr; Fixed fees up to $5,000 for financial planning and consulting services
516 South Main Street, Suite C
Frankenmuth, MI 48734
Illinois · Michigan
Richmark Private Wealth Management
2018 - Present (8 years)
Richmark Private Wealth Management
2017 - Present (9 years)
Berthel Fisher & Company Financial Services, Inc.
2011 - 2018 (7 years)
Alta Holdings
2011 - Present (15 years)
Michigan Valley Insurance Agency
2006 - Present (20 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.
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.
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®, ChFC®, Series 63, Series 65
Bridgeport, MI
Tim Crawford CPA
Series 63, Series 65
Saginaw, MI
Kuli Capital Management
Series 63, Series 65
Frankenmuth, MI
Richmark Private Wealth Management
Series 65
Frankenmuth, MI
Richmark Private Wealth Management
Series 65
Frankenmuth, MI
Richmark Private Wealth Management
Series 63, Series 65
Frankenmuth, MI
Richmark Private Wealth Management
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