Marquis Wealth Management Group

Marquis Wealth Management Group (CRD# 116604) is a financial advisory firm headquartered in Fort Myers, FL. They manage $160,601,575 in 717 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    717
    ACCOUNTS
  • Average Account Value
    $223,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • 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.

FL

Financial Advisors at Marquis Wealth Management Group
Showing 1 - 8 of 8 top financial advisors.
1
Richard E. Krichbaum
CRD#: 3195431
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
96
Wealthminder
score

Richard Krichbaum (CRD# 3195431) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 18 years of experience in the finance industry. Richard Krichbaum 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
Linda G. Markham
CRD#: 4490873
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
96
Wealthminder
score

Linda Markham (CRD# 4490873) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 18 years of experience in the finance industry. Linda Markham 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.

3
Brian P. O'connell
CRD#: 4281534
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
96
Wealthminder
score

Brian O'connell (CRD# 4281534) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 16 years of experience in the finance industry. Brian O'connell 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.

4
Trevor R. Whitley
CRD#: 4985041
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
96
Wealthminder
score

Trevor Whitley (CRD# 4985041) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 12 years of experience in the finance industry. Trevor Whitley 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.

5
Susan K. Sands
CRD#: 4603411
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
93
Wealthminder
score

Susan Sands (CRD# 4603411) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 16 years of experience in the finance industry.

6
Michael J. Scullion
CRD#: 1806118
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
93
Wealthminder
score

Michael Scullion (CRD# 1806118) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 13 years of experience in the finance industry.

7
John H. Stroemer
CRD#: 4603426
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
93
Wealthminder
score

John Stroemer (CRD# 4603426) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 18 years of experience in the finance industry.

8
Abygale C. Shupe
CRD#: 6396415
6216 Whiskey Creek Drive, Suite A, Fort Myers, FL 33919
88
Wealthminder
score

Abygale Shupe (CRD# 6396415) is an Investment Advisor Representative working at Marquis Wealth Management Group in Fort Myers, FL and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.