Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Rhode is a financial advisor at Retirement Income Strategies, LLC, based in Evansville, WI. Marc holds a Series 66 license, and has passed the Series 7 and SIE exams. Marc is a registered Investment Advisor in the state of Wisconsin and works with a wide range of clients, including individuals, corporations, and pension plans. Marc is also a volunteer sailing instructor at a non-profit sailing club affiliated with the University of Wisconsin.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
11/21/2023 - Present
Retirement Income Strategies, LLC (EVANSVILLE WI)
WI
03/05/2021 - 11/20/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Madison WI)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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