Todd
Kirsch
Marshall Investment Management, LLC
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About this Advisor
Todd Kirsch is a certified financial planner and chartered financial consultant based in Littleton, Colorado who has 3 years of relevant experience. Kirsch is an employee of Marshall Investment Management, LLC. Over the course of their career, they have held roles at Farmers Financial Solutions, Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Marshall Investment Management, LLC and Lpl Financial, LLC. Kirsch maintains a Series 63 license, which qualifies them as a securities representative, and is registered to advise clients in Colorado and Florida. Marshall Investment Management, LLC is a registered investment company that has its headquarters in Littleton, CO. The investment advisory business has offices in two locations and a total of six people on staff. It controls $204 million in assets under management between its 547 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 547 customer accounts, 40% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Marshall Investment Management, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marshall Investment Management, LLC Brokerage Details
$203,718,249
6
547
$372,428
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Todd Kirsch Work History
Todd has been registered as a financial advisor for 3 years.*
Marshall Investment Management, LLC
Lpl Financial, LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Farmers Financial Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Kirsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marshall Investment Management, LLC
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Littleton, CO
Las Cruces, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
