MichaelMarchi- Financial Advisor Saint Louis, MO

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About Michael Marchi

Marchi Wealth Management was founded in 2013 when I joined The Investment Center, Inc. My career started over 13 years ago in 2009 with Edward Jones. It was right after the financial crisis of 2008 with the real estate bubble burst - quite an interesting time to get into financial services. After Edward Jones, I moved to a company out of San Diego called The Retirement Group. I helped build corporate relationships and their retirement plan business in the St. Louis area. I worked with companies such as Ralston Purina, Boeing and AT&T here in St. Louis. While this was exciting, I missed the one on one support of helping clients. I left the Retirement Group and started Marchi Wealth Management Group. I was back to doing what I loved, working with families and individuals through all aspects of their life changing events.

See Disclosures

General Information

CRD#

2354046

Firm CRD#

17839

Insurance License#

8046089

Name of Broker/Dealer

The Investment Center, Inc.

States Licensed in

MO,KY,FL,VA

Years of Experience in Financial Services

Work Experience

09/03/2009 to 03/30/2012 - Edward Jones, St. Louis, MO - Financial Advisor

04/04/2012 to 10/30/2013 - The Retirement Group (FSC Securities) - St. Louis, MO - Financial Advisor

10/30/2013 to present - The Investment Center d.b.a. Marchi Wealth Management Group - St. Louis, MO - Financial Advisor

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting

Qualifications & Membership

Certifications, Accreditations & Designations

CSLP^®

Securities Licenses

Series 63, Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Annuity, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Based on Assets

Fee % Based on Assets

Education

Associates Degree - Business

Meramec Community College
09/01/1981 -05/01/1983

Bachelor of Science - Finance

University of Evansville
09/01/1983 -05/01/1985

MBA - Marketing

Saint Louis University
09/01/1990 -12/15/1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891018/paladinregistry-Marchi-Wealth-Management-Group-detailed-disclosure.html

Disclaimer

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC.

Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Marchi Wealth Management Group, LLC is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Important Disclosure Information [click here]

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Paladin Research Report For:

Michael Marchi

Marchi Wealth Management Group