Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lubkeman is a financial advisor with over 39 years of experience in the industry. Marc holds the Series 63, 65, and 7 licenses as well as the SIE designation. Marc is also a Certified Financial Planner. Marc specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses. Marc is registered with &partners and has been with them since September 2024. Prior to joining &partners, Marc worked for Wells Fargo Advisors LLC for over 14 years. Marc is registered to provide investment advice in 22 states and is also registered as a Registered Investment Advisor (RIA) in Illinois and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/13/2024 - Present
&partners (NASHVILLE TN)
IL
11/02/2001 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (ANTIOCH IL)
MO
05/21/1991 - 11/09/2001
EDWARD JONES (ST. LOUIS MO)
IL
10/26/1989 - 05/17/1991
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
MO
08/22/1984 - 10/25/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 11/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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