Richard Marotzke (CRD# 4693568) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 20 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 4473397
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richmark Private Wealth Management | Frankenmuth, MI | Jun 2018 - Current | 5 |
| Richmark Private Wealth Management | Frankenmuth, MI | Nov 2017 - Current | 6 |
| Alta Holdings | Irvine, CA | Mar 2011 - Current | 13 |
| Michigan Valley Insurance Agency | Reese, MI | Jan 2006 - Current | 18 |
| Christ Lutheran Church | Reese, MI | Jun 2004 - Current | 19 |
| Berthel Fisher & Company Financial Services, Inc. | Frankenmuth, MI | May 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- IL
- MI
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts361ACCOUNTS
-
Average Account Value$123,431
- 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
- Selection of other advisers (including private fund managers)
- Other
IL, MI
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