Ramsey Smartvestor Pro
Current
May 2023 - Present
AeroLeads people directory · profile
Chris Marshall, Aif® Email & Phone Number
Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group
at
Fusion Financial Group
1 work email found
@curian.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group
Location
Appleton, Wisconsin, United States
Who is Chris Marshall, Aif®? Overview
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Quick answer
Chris Marshall, Aif® is listed as Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group at Fusion Financial Group, based in Appleton, Wisconsin, United States. AeroLeads shows a work email signal at curian.com and a matched LinkedIn profile for Chris Marshall, Aif®.
Chris Marshall, Aif® previously worked as Ramsey SmartVestor PRO at Fusion Financial Group and Wealth Manager at Fusion Financial Group. Chris Marshall, Aif® holds Bachelor Of Science, Business Administration from Colorado State University.
Company email context
Email format at Fusion Financial Group
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*@curian.com
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AeroLeads found 1 current-domain work email signal for Chris Marshall, Aif®. Compare company email patterns before reaching out.
Profile bio
About Chris Marshall, Aif®
Chris Marshall is a Wealth Advisor with Fusion Financial Group, an independent financial planning firm. Located in Wisconsin, Chris has 17 years of experience in the financial services industry. Chris began his financial career at Colorado State University, where he majored in Business Administration. At the beginning of his career, he specialized in both portfolio construction and real estate products, fostering a diverse understanding of investment markets. He is compassionate, motivated, and hardworking, making him a natural fit as an independent Wealth Advisor.Partnering with people that see the value of a long-term relationship, Chris believes this starts with a solid financial plan. Utilizing top-tier technology he begins with the creation of a personalized web-based planning page and portal, meticulously built out for each client. His goal is to break-down the complexity of a client’s financial life into bite-sized chunks to avoid planning becoming too overwhelming. With strong processes in place, Chris strives to facilitate a relationship in which clients know where they are going, at anytime, during their financial journey.Chris is a Certified Dave Ramsey SmartVestor Pro, aligning his passion for educating and empowering clients to reach their goals with, as a trusted Pro. He has also earned the designation of Accredited Investment Fiduciary (AIF®), a symbol of his dedication to upholding the fiduciary standard for clients.Series 6, 7, 63 & 66 registrations held through LPL Financial and Wisconsin Life Insurance License.The financial consultants at Fusion Financial Group are registered representatives with and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants at Fusion Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Series 7, Series 6, Mutual Funds, Investments, and 16 others.
Current workplace
Chris Marshall, Aif®'s current company
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8 roles · 21 years
Chris Marshall, Aif® work experience
A career timeline built from the work history available for this profile.
Wealth Manager
CurrentIn 2021, we brought together our collective knowledge, long histories of seeking to be understood and our “we get you” philosophies by melding our practices into Fusion Financial Group. We focus on helping thriving families, women, small businesses and DIY Investors plan a future worth working toward.A key aspect of my position includes detailed analysis.
Jul 2019 - Present
Investment Manager
Current
Marshall Wealth Management
I am a Investment Manager that works with Individuals, Family Planning and Small Business Retirement Plans. My approach is consistent and reliable investments built on market fundamentals employing a goals based academic approach.
Jan 2020 - Present
Investment Representative
CurrentOffering service and support to clients, as an LPL-registered Client Service Associate. Series 6, 7 and 63 securities registrations held with LPL Financial.
Jul 2019 - Present
Assistant Vice President, Senior Internal Wholesaler
Black Creek Capital Markets
At Black Creek Group, we invest in real estate from the ground up, building by building, examining and managing every aspect of our investments and seeking to create value for our shareholders. From offices in nine key North American markets, we stay close to our investments and develop strong relationships with local real estate partners. Black Creek.
May 2011 - Jul 2019
Internal Regional Business Consultant
2005 - 2010
~5 yrs
Seminar Systems Unit Lead Intern
Jackson National Life Insurance
- Gained experience plugging in with internal wholesalers, appointment setting, prospecting calls and talking with advisors
- Best presenter of 8 speakers in two minute presentation
- Headed research projects to show the CEO the success of the SSU
- Trained newly hired interns quickly to increase the efficiency of the SSU
Nov 2005 - Apr 2006
Procurements Coordinator And Student Intern
Cooperative Institute For Research In The Atmosphere
- Many jobs including assistant to the manager of Finance and Accounting
- Worked on budgeting and updating many spreadsheets, in charge of purchasing and reallocating ACARDS
- Able to multi task many jobs, limited work schedule during school
Sep 2002 - Jul 2005
1 education record
Chris Marshall, Aif® education
-
Colorado State University
FAQ
Frequently asked questions about Chris Marshall, Aif®
Quick answers generated from the profile data available on this page.
What company does Chris Marshall, Aif® work for?
Chris Marshall, Aif® works for Fusion Financial Group.
What is Chris Marshall, Aif®'s role at Fusion Financial Group?
Chris Marshall, Aif® is listed as Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group at Fusion Financial Group.
What is Chris Marshall, Aif®'s email address?
AeroLeads has found 1 work email signal at @curian.com for Chris Marshall, Aif® at Fusion Financial Group.
Where is Chris Marshall, Aif® based?
Chris Marshall, Aif® is based in Appleton, Wisconsin, United States while working with Fusion Financial Group.
What companies has Chris Marshall, Aif® worked for?
Chris Marshall, Aif® has worked for Fusion Financial Group, Marshall Wealth Management, Lpl Financial, Black Creek Capital Markets, and Curian Capital.
How can I contact Chris Marshall, Aif®?
You can use AeroLeads to view verified contact signals for Chris Marshall, Aif® at Fusion Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Chris Marshall, Aif® attend?
Chris Marshall, Aif® holds Bachelor Of Science, Business Administration from Colorado State University.
What skills is Chris Marshall, Aif® known for?
Chris Marshall, Aif® is listed with skills including Series 7, Series 6, Mutual Funds, Investments, Series 63, Alternative Investments, Fixed Annuities, and Asset Allocation.
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