Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marc is an advisory representative at Affiance Financial, LLC, dedicating full-time hours to financial planning and investment advisory services. He also manages the investment portfolio for USEM Family LP, spends minimal time as an investment committee member for a charitable organization, and handles administrative tasks for Marli Corporation.

Employment History
Current Registrations
Private Client Services, LLC
July 2019 - Present · 6 yrs 6 mos
Private Client Services, LLC Broker
May 2017 - Present · 8 yrs 8 mos
Affiance Financial LLC
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2016 - May 2017 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
October 2015 - May 2017 · 1 yr 7 mos
Salomon Smith Barney INC. Broker
November 1997 - January 1999 · 1 yr 2 mos
Salomon Brothers INC.Broker
November 1993 - September 1998 · 4 yrs 10 mos
State Registrations18 states
AZCACOCTFLGAILMAMIMNNCNYOHORPATXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.