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James Michael Marsden

Apeiron

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About James Michael Marsden

James Michael Marsden is a financial advisor in DALLAS, TX. James has been working in the financial services industry since May 2008. James is currently registered with Apeiron and previously worked at WFG INVESTMENTS, INC. and AMERIPRISE FINANCIAL SERVICES, INC.. James holds the Series 66, Series 7 and SIE licenses. James has a CFP designation. James specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

James Marsden is currently registered with Apeiron. Apeiron is a financial advisory firm based in Dallas, Texas. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Apeiron manages approximately $695 million in assets for over 2253 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Apeiron

10000 NORTH CENTRAL EXPRESSWAY

DALLAS, TX 75231

$695.00M

Assets Under Management

15

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Marsden’s Registration & Firm History

TX

08/04/2017 - Present

Apeiron (DALLAS TX)

TX

05/10/2010 - 09/20/2017

WFG INVESTMENTS, INC. (Dallas TX)

TX

05/19/2008 - 05/12/2010

AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)

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Licenses & Designations

BOTH

Issued 06/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael Marsden.
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