Michael Marchi

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About Michael Marchi

As your Financial Advisor, I will work to build our relationship of trust from day one. I am available to you when you need it. I meet with clients where it is most convenient or comfortable for them. As your trusted advisor, I work for you and offer a personal approach to working together. I enjoy the relationships with my clients and helping them prepare for life events, whether expected or unexpected. We will work together to grow and preserve assets, plan for your income needs in the present as well as in retirement, discuss estate and trust planning, tax strategies, legacy planning, and generational asset transfers. We look at the entire picture in our plans. Our strategy is based on your goals and needs. Once those are identified we together monitor those in our planning software that you have access to 24/7. Different strategies are utilized and adjusted over time to accomplish your goals. When I'm not supporting my clients, I enjoy spending time with family or playing golf with my friends.

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]

Paladin Advisors

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Paladin Research Report For:

Marchi Wealth Management Group