Alexander Marmitt (CRD# 6866901) is an Investment Advisor Representative working at Wintrust Investments in Barrington, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wintrust Investments LLC | Barrington, IL | Dec 2023 - Current | < 1 |
| J.p. Morgan Chase Bank, N.a. | Golden, CO | Dec 2020 - Dec 2023 | 3 |
| J.p. Morgan Securities, LLC | Golden, CO | Dec 2020 - Dec 2023 | 3 |
| Robert W Baird | Kansas City, MO | Jan 2019 - Dec 2020 | 1 |
| Robert W. Baird & Company Incorporated | Kansas City, MO | Jan 2019 - Dec 2020 | 1 |
| Robert W. Baird & Company Incorporated | Milwaukee, WI | Oct 2017 - Jan 2019 | 1 |
| Robert W Baird | Milwaukee, WI | Sep 2017 - Jan 2019 | 1 |
| Paycom Payroll, LLC | Naperville, IL | Apr 2017 - Sep 2017 | < 1 |
| Signal Vine, LLC | Alexandria, VA | Oct 2016 - Apr 2017 | < 1 |
| Fortitude Systems | Falls Church, VA | Jan 2015 - Sep 2016 | 1 |
| University Of Kentucky | Lexington, KY | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- IL
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Total Assets Under Management14,418MILLIONS
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Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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