Invested Better
Unclaimed

Unclaimed

Unclaimed

Marcus Johan Gustafsson

Gustafsson Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marcus? Claim Your Profile

About Marcus Johan Gustafsson

Marcus Gustafsson is an Investment Advisor Representative with Gustafsson Wealth Management, Inc. Marcus has been in the industry for more than 20 years and has a strong background in providing financial planning and portfolio management services to both individuals and high-net-worth individuals. He is registered in both Georgia and Louisiana and has a Series 7, Series 63, and Series 65 license.

Firm Information

Marcus Gustafsson is currently registered with Gustafsson Wealth Management, Inc.. Gustafsson Wealth Management, Inc. is an investment advisor that provides financial planning and portfolio management for individuals and high-net-worth individuals. The firm manages $11,219,000 in discretionary and non-discretionary assets for 75 clients.

$11.22M

Assets Under Management

Not reported

Total Clients

1

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.

check

financial planning services

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

check

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marcus Gustafsson’s Registration & Firm History

GA

12/05/2005 - Present

Gustafsson Wealth Management, Inc. (ATLANTA GA)

LA

05/09/2001 - 12/12/2005

FBT INVESTMENTS, INC. (NEW ORLEANS LA)

LA

11/08/2000 - 05/10/2001

SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)

Not sure if Marcus Johan Gustafsson is right for you?

Licenses & Designations

IA

Issued 11/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcus Johan Gustafsson.
Not sure if Marcus Johan Gustafsson is right for you?