Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Jean Luth is an investment advisor representative at Wealth Management, LLC. Marcy has been in the industry since 2007 and is registered with the state of Nebraska. She has worked with a wide range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Marcy's specializations include financial planning, portfolio management, and pension consulting. Marcy also has experience in providing sub-advisor and back office support services. She is dedicated to providing her clients with personalized advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor and back office support services
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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NE
11/02/2007 - Present
Wealth Management (NORFOLK NE)
IA
Issued 10/31/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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