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.

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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
    178
    MILLIONS
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $184,430
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

CA, FL, KY, MI, NC, OH, TX

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