Marquette Associates, Inc.

Marquette Associates, Inc. (CRD# 21572) is a financial advisory firm headquartered in Chicago, IL. They manage $10,335,239,911 in 89 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,335
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $116,126,291
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, PA, TX, WI

Financial Advisors at Marquette Associates, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Lauren C. Cellucci
CRD#: 6248149
1312 Bellona Ave, Suite 300, Lutherville, MD 21093

Lauren Cellucci (CRD# 6248149) is an Investment Advisor Representative working at Marquette Associates, Inc. in Lutherville, MD and has over 8 years of experience in the finance industry.

2
Alexander G. Fisher
CRD#: 1269165
1312 Bellona Ave., Suite 300, Lutherville, MD 21093

Alexander Fisher (CRD# 1269165) is an Investment Advisor Representative working at Marquette Associates, Inc. in Lutherville, MD and has over 33 years of experience in the finance industry.

3
Brian L. Goding
CRD#: 1683884
12412 Powerscourt Drive, Suite 240, St. Louis, MO 63131

Brian Goding (CRD# 1683884) is an Investment Advisor Representative working at Marquette Associates, Inc. in St. Louis, MO and has over 34 years of experience in the finance industry.

4
Glenn E. Ross
CRD#: 4589889
1312 Bellona Ave., Suite 300, Lutherville, MD 21093

Glenn Ross (CRD# 4589889) is an Investment Advisor Representative working at Marquette Associates, Inc. in Lutherville, MD and has over 19 years of experience in the finance industry.

5
Brian M. Wrubel
CRD#: 1912479
180 N. Lasalle Street, Ste 3500, Chicago, IL 60613

Brian Wrubel (CRD# 1912479) is an Investment Advisor Representative working at Marquette Associates, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

6
Timothy T. Burdick
CRD#: 4517875
180 North Lasalle Street, Suite 3500, Chicago, IL 60601

Timothy Burdick (CRD# 4517875) is an Investment Advisor Representative working at Marquette Associates, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

7
Aimee R. O'connor
CRD#: 4922579
180 North Lasalle Street, Suite 3500, Chicago, IL 60601

Aimee O'connor (CRD# 4922579) is an Investment Advisor Representative working at Marquette Associates, Inc. in Chicago, IL and has 1 year of experience in the finance industry. Aimee O'connor 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.

8
Thomas A. Salemy
CRD#: 4998169
180 North Lasalle Street, Suite 3500, Chicago, IL 60601

Thomas Salemy (CRD# 4998169) is an Investment Advisor Representative working at Marquette Associates, Inc. in Chicago, IL and has over 13 years of experience in the finance industry.

9
James R. Wesner
CRD#: 4492480
180 North Lasalle Street, Suite 3500, Chicago, IL 60601

James Wesner (CRD# 4492480) is an Investment Advisor Representative working at Marquette Associates, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

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