Marshall Investment Management, LLC

Marshall Investment Management, LLC (CRD# 174817) is a financial advisory firm headquartered in Littleton, CO. They manage $78,100,000 in 479 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $163,048
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CO, DC, FL, MD, NM, OR, TX, VA

Financial Advisors at Marshall Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sharon J. Evans
CRD#: 4146079
10822 W. Toller Drive, Suite 195, Littleton, CO 80127
93
Wealthminder
score

Sharon Evans (CRD# 4146079) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 12 years of experience in the finance industry.

2
Dennis E. Marshall
CRD#: 3094109
10822 W. Toller Drive, Suite 195, Littleton, CO 80127
93
Wealthminder
score

Dennis Marshall (CRD# 3094109) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 17 years of experience in the finance industry.

3
Kristin L. Schoenfelder
CRD#: 5534502
10822 W. Toller Drive, Suite 195, Littleton, CO 80127
93
Wealthminder
score

Kristin Schoenfelder (CRD# 5534502) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 7 years of experience in the finance industry.

4
Ronald W. Cavill
CRD#: 43615
1155-b Commerce Court, Las Cruces, NM 88011
86
Wealthminder
score

Ronald Cavill (CRD# 43615) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Las Cruces, NM and has over 35 years of experience in the finance industry. Ronald Cavill 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.