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Marcia Jean Kulberg

Trustmont Advisory Group, Inc.

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About Marcia Jean Kulberg

Marcia Kulberg is an investment advisor representative at Trustmont Advisory Group, Inc. with over 20 years of experience in the financial services industry. Marcia has been registered with the state of Ohio as an investment advisor representative since 2020. Marcia was previously affiliated with UBS Financial Services Inc. from 2007 to 2018. Prior to UBS, Marcia was employed by McDonald Investments Inc. Marcia is a Series 7 and Series 66 licensed professional. Marcia also holds the SIE designation.

Firm Information

Marcia Kulberg is currently registered with Trustmont Advisory Group, Inc.. Trustmont Advisory Group, Inc. is a Pennsylvania-based investment advisory firm with over 50 licensed agents. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm manages over $919 million in assets for over 5,000 clients, including high-net-worth individuals and other individuals.
Trustmont Advisory Group, Inc.

SCENIC DRIVE PROFESSIONAL CENTER

GREENSBURG, PA 15601

$919.45M

Assets Under Management

29

Total Clients

54

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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Marcia Kulberg’s Registration & Firm History

OH

01/13/2020 - Present

Trustmont Advisory Group, Inc. (BEACHWOOD OH)

OH

02/09/2007 - 03/01/2018

UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)

OH

11/10/1994 - 02/09/2007

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 09/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcia Jean Kulberg.
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