Marissa Quandahl, financial advisor Decorah IA

Marissa Quandahl

CRD Number: 4745109
Current Firm: United Planners' Financial Services Of America A Limited Partner

Marissa Quandahl (CRD# 4745109) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Decorah, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Jun 2020 - Current < 1
Investment Center Independence, IA Nov 2003 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Marissa K. Quandahl
Phone Number: 480-991-0225
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    4,345
    MILLIONS
  • Total Number of Accounts
    23,887
    ACCOUNTS
  • Average Account Value
    $181,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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