Shaun Marline
Marline & Associates LLC Wealth Management
11 East Superior Street
Suite 532
Duluth, MN 55802
2182608747
About Marline & Associates LLC Wealth Management
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.
Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
See Disclosures
General Information
Firm Start Year
2012
CRD#
4645930
Firm CRD#
6413
Name of Broker/Dealer
LPL Financial
Years of Experience in Financial Services
18
Number of Years with Current Firm
10
Advisory Services Provided
Tax Advice and Services, Education Funding and Planning, Risk Management, Retirement Planning
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$50,000
Education
Bachelor of Science - Finance
Wisconsin
09/01/1999 -04/01/2001
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures