Marshall EgermierCRD Number: 5948215
Current Firm: Voya Financial Advisors, Inc.
Marshall Egermier (CRD# 5948215) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Voya Financial Advisors||Omaha, NE||Sep 2014 - Current||3|
|Ing Financial Partners||Omaha, NE||Oct 2011 - Sep 2014||2|
|Egermier Wealth Management Group||Omaha, NE||Jun 2011 - Oct 2011||< 1|
|Moylan Ice Plex||Omaha, NE||Jun 2010 - Jun 2011||1|
|University Of Nebraska - Lincoln||Lincoln, NE||Aug 2006 - Dec 2010||4|
|Oak Heights Pool||Omaha, NE||Apr 2010 - Jun 2010||< 1|
|Omaha Police Dept||Omaha, NE||May 2009 - Aug 2009||< 1|
|Signal 88 Security||Lincoln/omaha, NE||Dec 2008 - Aug 2009||< 1|
|South Pacific Pool||Omaha, NE||May 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV