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 17 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 17 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 15 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 11 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 15 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 12 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 17 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 1 year of experience in the finance industry.

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