Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisa? Claim Your ProfileMarisa Ann Steinbach is a financial advisor currently registered with Osaic Wealth, Inc. based in Marshfield, WI. Marisa has over 12 years of experience in the financial services industry and has held previous roles with Woodbury Financial Services, Inc., Cetera Investment Services LLC, and Ameriprise Financial Services, Inc.. Marisa is licensed to provide financial advice in Colorado, Illinois, Minnesota, Ohio, South Dakota, and Wisconsin. Marisa specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (MARSHFIELD WI)
WI
12/10/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MARSHFIELD WI)
WI
09/01/2016 - 12/10/2021
CETERA INVESTMENT SERVICES LLC (MARSHFIELD WI)
WI
11/21/2015 - 08/09/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MARSHFIELD WI)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marisa Steinbach is the right advisor for you? Invested Better is here to help.
