Marc Rhode (CRD# 7321585) is an Investment Advisor Representative working at Retirement Income Strategies, LLC in Evansville, WI and has over 3 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Income Strategies | Evansville, WI | Nov 2023 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Jun 2021 - Nov 2023 | 2 |
| Thrivent Investment Management Inc. | Madison, WI | Jan 2021 - Nov 2023 | 2 |
| Thrivent Financial | Appleton, WI | Feb 2021 - Jun 2021 | < 1 |
| Unemployed | Columbus, WI | Aug 2020 - Jan 2021 | < 1 |
| Gordon Food Service | Kenosha, WI | Mar 2017 - Jul 2020 | 3 |
| Wmtv Nbc 15 | Madison, WI | Jul 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- WI
-
Total Assets Under Management117MILLIONS
-
Total Number of Accounts848ACCOUNTS
-
Average Account Value$138,173
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, WI, WV
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.