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.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
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 |
- MI
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$184,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, KY, MI, OH, TX
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 SEC.gov 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.