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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc McDowell is a Registered Investment Advisor in Wisconsin. Marc is currently employed by NFP Retirement Inc. and is licensed to provide investment advice to individuals and businesses, as well as to pension and profit-sharing plans. Marc is also an active member of the community, serving as Treasurer and Stewardship Board member of DOOR CREEK Church. Marc has extensive experience in the financial services industry, having worked for several firms over the past 25 years. Marc has a proven track record of providing sound financial advice and helping clients achieve their investment goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
A percentage of the total value of assets under management is charged.
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CA
02/05/2024 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
WI
04/06/2016 - 12/31/2019
WEALTHSPIRE CAPITAL, LLC (Madison WI)
WI
02/14/2007 - 08/16/2016
BAKER TILLY CAPITAL, LLC (MADISON WI)
WI
12/11/1997 - 02/20/2007
CITIGROUP GLOBAL MARKETS INC. (MADISON WI)
WI
04/30/1997 - 12/02/1997
SII INVESTMENTS, INC. (APPLETON WI)
GA
07/12/1996 - 05/01/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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