Warren Wealth Management & Tax Planning Inc.

Warren Wealth Management & Tax Planning Inc. (CRD# 305992) is a financial advisory firm headquartered in Louisville, KY. They manage $19,100,000 in 163 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
9300 Shelbyville Road, Suite 1204, Louisville, KY 40222
https://www.warren-wealth.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $117,178
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY, OH, TN

Financial Advisors at Warren Wealth Management & Tax Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marcus Warren, financial advisor Louisville KY
Marcus G. Warren
CRD#: 4522297
9300 Shelbyville Road, Suite 1204, Louisville, KY 40222

Marcus Warren (CRD# 4522297) is an Investment Advisor Representative working at Warren Wealth Management & Tax Planning Inc. in Louisville, KY and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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