Advisor at Markle Financial 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
Markle Financial LLC
Location
Laramie, WY 82070
Credentials
Series 65
Industry experience
4 years
Financial planning fees typically charged as fixed fees up to $7,500, negotiable based on complexity
Consulting fees charged at hourly rates between $75 and $265 per hour
Account minimum: No minimum account size required, but there is a $2,500 minimum annual advisory fee (flat fee) at the advisor's discretion Minimum fee: $2,500 minimum flat advisory fee annually (subject to advisor's discretion) Fee-only: Advisory fees based on percentage of assets under management, charged quarterly in arrears; fees vary by custodian and third party managers, typically ranging from 0.18% to 1.35% for third party managers
Markle Financial LLC
2020 - Present (6 years)
American Truck Business Services
2020 - 2020 (1 year)
UniWyo FCU
2019 - 2020 (1 year)
The Navigators
2017 - 2019 (2 years)
University of Wyoming
2016 - 2017 (1 year)
Laramie County Community College
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Laramie, WY
Edward Jones
Series 66
Laramie, WY
Edward Jones
Series 66
Laramie, WY
Edward Jones
Series 65
Laramie, WY
Wealth Design Consulting, LLC
Series 65
Laramie, WY
Wealth Design Consulting, LLC
Series 63, Series 65
Laramie, WY
Wealth Design Consulting, 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")