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Marline & Associates Wealth Management

Open Now, Today 08:00 - 17:00

Open Now, Today 08:00 - 17:00

Open Now, Today 08:00 - 17:00

Open Now, Today 08:00 - 17:00

Open Now, Today 08:00 - 17:00

11 East Superior Street Suite 510, Duluth,MN,55802

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+1(218)-723-4108
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Description

With more than 15 years of experience in the investment management business, Wealth Advisor Shaun Marline has managed money through many different market conditions. Shaun joined LPL Financial in 2017. Shaun C Marline holds a Bachelor of Science degree in Finance from University of Wisconsin-Superior, Superior, Wisconsin. He is a graduate of Denfeld High School. Shaun began his career in the financial services industry with Waddell & Reed and then joined A.G. Edwards & Sons, Inc in 2003. A.G. Edwards merged with Wachovia Securities in 2008, which became Wells Fargo Advisors Financial Network, LLC. Shaun began his own business as Marline & Associates Wealth Management, LLC in 2012. He is devoted to taking care of the individual needs and goals of his clients while concentrating on strategies that help manage the risk level in their portfolio and preserve capital. Using the tools available, he develops investment plans that help pursue client objectives. In addition to his securities registrations and insurance licenses, Shaun is an Investment Advisor Representative with a Series 65 held with Independent Advisor Alliance and an Accredited Asset Management Specialist. He also completed the Financial Planning Certificate at Kaplan University. Shaun is recognized and has been awarded the Five Star Wealth Manager Award in 2015, 2016, and 2017. The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015-2016 Five Star Wealth Managers.

Email Address

[shaun.marline@lpl.com]

Hour Details

Sat-Sun: By Appointment

Hours

  • Monday
    08:00 - 17:00
  • Tuesday
    08:00 - 17:00
  • Wednesday
    08:00 - 17:00
  • Thursday
    08:00 - 17:00
  • Friday
    08:00 - 17:00

Website

Services

Money Guide Pro|Risk Management|Retirement Planning|Tax Management Strategies|Estate Planning Strategies|Education Funding

Toll_FreePhone

8665989833

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