Marshall Investment Management, LLC

Marshall Investment Management, LLC (CRD# 174817) is a financial advisory firm headquartered in Littleton, CO. They manage $221,649,925 in 954 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $232,337
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, MD, MN, NC, NE, NH, NM, NY, SD, TX, VA

Financial Advisors at Marshall Investment Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Sharon J. Evans
CRD#: 4146079
10822 W. Toller Drive, Suite 195, Littleton, CO 80127

Sharon Evans (CRD# 4146079) 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.

2
Todd M. Kirsch
CRD#: 2317445
8191 Southpark Lane #110, Littleton, CO 80120

Todd Kirsch (CRD# 2317445) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 9 years of experience in the finance industry.

3
Dennis E. Marshall
CRD#: 3094109
10822 W. Toller Drive, Suite 195, Littleton, CO 80127

Dennis Marshall (CRD# 3094109) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 23 years of experience in the finance industry.

4
Kristin L. Schoenfelder
CRD#: 5534502
10822 W. Toller Drive, Suite 195, Littleton, CO 80127

Kristin Schoenfelder (CRD# 5534502) 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.

5
Diego Gallardo Antunez
CRD#: 7359917
10822 W. Toller Drive, Suite 195, Littleton, CO 80127

Diego Gallardo Antunez (CRD# 7359917) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has 1 year of experience in the finance industry.

6
Brian R. Givin
CRD#: 3204343
10822 W. Toller Drive, Suite 195, Littleton, CO 80127

Brian Givin (CRD# 3204343) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Littleton, CO and has over 24 years of experience in the finance industry.

7
Ronald W. Cavill
CRD#: 43615
1155-b Commerce Court, Las Cruces, NM 88011

Ronald Cavill (CRD# 43615) is an Investment Advisor Representative working at Marshall Investment Management, LLC in Las Cruces, NM and has over 40 years of experience in the finance industry.

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