Marc Schmeeckle (CRD# 4628535) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Louisville, CO and has over 20 years of experience in the finance industry.
CRD# 3073220
Lpl Financial LLC
CRD# 2178385
Abboud Financial Planning, Inc.
CRD# 2520368
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sageview Advisory Group, LLC | Irvine, CA | Jul 2021 - Current | 2 |
| Cetera Advisor Networks | El Segundo, CA | Jul 2021 - Current | 2 |
| Princor Financial Services | Denver, CO | Mar 2005 - Jul 2021 | 16 |
| Principal Life Insurance Co | Denver, CO | Mar 2005 - Jul 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- CO
-
Total Assets Under Management202,573MILLIONS
-
Total Number of Accounts34,543ACCOUNTS
-
Average Account Value$5,864,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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