Marietta Investment Partners, LLC

Marietta Investment Partners, LLC (CRD# 108479) is a financial advisory firm headquartered in Milwaukee, WI. They manage $435,706,303 in 297 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $1,467,025
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Marietta Investment Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mary T. Allmon
CRD#: 6037044
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

Mary Allmon (CRD# 6037044) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 7 years of experience in the finance industry. Mary Allmon 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.

2
Robert C. Draper
CRD#: 6172609
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

Robert Draper (CRD# 6172609) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 7 years of experience in the finance industry.

3
John T. Evans
CRD#: 851671
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

John Evans (CRD# 851671) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 26 years of experience in the finance industry.

4
Robert B. Pieters
CRD#: 5815279
100 East Wisconsin Avenue, Suite 2650, Milwaukee, WI 53202

Robert Pieters (CRD# 5815279) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 10 years of experience in the finance industry.

5
Jonathan A. Smucker
CRD#: 6163725
Milwaukee, WI 53202

Jonathan Smucker (CRD# 6163725) is a Portfolio Manager working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 5 years of experience in the finance industry.

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