Marc Ruemmler, financial advisor Traverse City MI

Marc Ruemmler

CRD Number: 7750478
Current Firm: Stonepath Wealth Management

Marc Ruemmler (CRD# 7750478) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has 1 year of experience in the finance industry.

Similar Advisors
Steven Adams, financial advisor Traverse City MI
Steven A. Adams
CRD# 5992425
Stonepath Wealth Management
Similar Advisors
Mark Aigner, financial advisor Traverse City MI
Mark D. Aigner
CRD# 2645924
Saxony Capital Management, LLC
Similar Advisors
Michael Albrecht, financial advisor Traverse City MI
Michael J. Albrecht
CRD# 6276104
Raymond James & Associates, Inc.
Company Name Location Dates Years
Spwm Advisors LLC Traverse City, MI Jan 2024 - Current < 1
Cambridge Investment Research Advisors, Inc. Traverse City, MI Aug 2023 - Dec 2023 < 1
Cambridge Investment Research, Inc. Traverse City, MI Jul 2023 - Dec 2023 < 1
Cambridge Investment Research, Inc. Traverse City, MI May 2023 - Aug 2023 < 1
Family First Life Traverse City, MI Dec 2022 - May 2023 < 1
The Larkin Group Traverse City, MI Jan 2022 - Dec 2022 < 1
Jeremy Simpson Insurance Wilmington, NC Sep 2018 - Jan 2022 3
Tw Management Traverse City, MI Jul 2017 - Sep 2018 1
Lochenheath Golf Club Williamsburg, MI May 2017 - Jul 2017 < 1
Walton Weber Rodes Poolside Traverse City, MI Jan 2017 - May 2017 < 1
The Westmoor Club Nantucket, MA May 2016 - Jan 2017 < 1
The Loxahatchee Club Jupiter, FL Oct 2015 - May 2016 < 1
Sankaty Head Golf Club Siasconset, MA May 2014 - Oct 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2023
Contact Info for Marc H. Ruemmler
Phone Number: (231) 668-6999
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.