Chris Marshall, Aif®

Chris Marshall, Aif® Email and Phone Number

Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group @ Fusion Financial Group
Chris Marshall, Aif®'s Location
Appleton, Wisconsin, United States, United States
Chris Marshall, Aif®'s Contact Details

Chris Marshall, Aif® work email

Chris Marshall, Aif® personal email

n/a
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.

Chris Marshall, Aif®'s Current Company Details
Fusion Financial Group

Fusion Financial Group

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Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group
Chris Marshall, Aif® Work Experience Details
  • Fusion Financial Group
    Ramsey Smartvestor Pro
    Fusion Financial Group May 2023 - Present
    Littleton, Colorado, Us
  • Fusion Financial Group
    Wealth Manager
    Fusion Financial Group Jul 2019 - Present
    Littleton, Colorado, Us
    In 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 of portfolio allocation and cash flows to support individuals, families, and businesses.
  • Marshall Wealth Management
    Investment Manager
    Marshall Wealth Management Jan 2020 - Present
    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.
  • Lpl Financial
    Investment Representative
    Lpl Financial Jul 2019 - Present
    San Diego, Ca, Us
    Offering service and support to clients, as an LPL-registered Client Service Associate. Series 6, 7 and 63 securities registrations held with LPL Financial.
  • Black Creek Capital Markets
    Assistant Vice President, Senior Internal Wholesaler
    Black Creek Capital Markets May 2011 - Jul 2019
    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 Capital Markets is the distribution arm of Black Creek Group.
  • Curian Capital
    Internal Regional Business Consultant
    Curian Capital 2005 - 2010
    Us
  • Jackson National Life Insurance
    Seminar Systems Unit Lead Intern
    Jackson National Life Insurance Nov 2005 - Apr 2006
    • 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
  • Cooperative Institute For Research In The Atmosphere
    Procurements Coordinator And Student Intern
    Cooperative Institute For Research In The Atmosphere Sep 2002 - Jul 2005
    • 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

Chris Marshall, Aif® Skills

Series 7 Series 6 Mutual Funds Investments Series 63 Alternative Investments Fixed Annuities Asset Allocation Securities Retirement Planning Wealth Management Investment Advisory Financial Advisory Life Insurance Etfs Strategic Financial Planning Insurance Series 24 Asset Managment Hedge Funds

Chris Marshall, Aif® Education Details

  • Colorado State University
    Colorado State University
    Business Administration

Frequently Asked Questions about Chris Marshall, Aif®

What company does Chris Marshall, Aif® work for?

Chris Marshall, Aif® works for Fusion Financial Group

What is Chris Marshall, Aif®'s role at the current company?

Chris Marshall, Aif®'s current role is Wealth Manager & Ramsey SmartVestor PRO at Fusion Financial Group.

What is Chris Marshall, Aif®'s email address?

Chris Marshall, Aif®'s email address is ch****@****ian.com

What schools did Chris Marshall, Aif® attend?

Chris Marshall, Aif® attended Colorado State University.

What are some of Chris Marshall, Aif®'s interests?

Chris Marshall, Aif® has interest in Nasd Series 6 And 7 Licensed, Eagle Scout, 2000, Varsity Letter Lacrosse, Most Improved Player Award, 1998.

What skills is Chris Marshall, Aif® known for?

Chris Marshall, Aif® has skills like Series 7, Series 6, Mutual Funds, Investments, Series 63, Alternative Investments, Fixed Annuities, Asset Allocation, Securities, Retirement Planning, Wealth Management, Investment Advisory.

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