Kimberly MarchettiCRD Number: 6521058
Current Firm: Wipfli Financial Advisors, LLC
Kimberly Marchetti (CRD# 6521058) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Green Bay, WI and has 1 year of experience in the finance industry. Kimberly Marchetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Advisors Management Group Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wipfli Financial Advisors, LLC||Green Bay, WI||Apr 2020 - Current||< 1|
|Associated Trust Company||Green Bay, WI||Jun 2016 - Apr 2020||3|
|Capitol Bank||Madison, WI||Sep 2015 - May 2016||< 1|
|University Of Wisconsin - Madison||Madison, WI||Sep 2012 - May 2016||3|
|Metlife Insurance Agency||Depere, WI||Jun 2015 - Sep 2015||< 1|
|City Of Green Bay||Green Bay, WI||Jun 2013 - Jun 2015||2|
|Nicolet National Bank||Green Bay, WI||Sep 2011 - Sep 2012||1|
|Southwest High School||Green Bay, WI||Sep 2008 - May 2012||3|
Total Assets Under Management3,393MILLIONS
Total Number of Accounts6,151ACCOUNTS
Average Account Value$551,673
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IA, IL, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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