Marlene
Nitsch

401K Generation

CRD#2258329
Investment Advisor
in Altamonte Springs, FL

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About this Advisor

Marlene Nitsch is a financial advisor based in Altamonte Springs, Florida, working with 401K Generation. Marlene has previously held positions at 401K Generation, Suntrust Investment Services, Inc, Skyview Wealth Management, LLC, and Asset Staffing. Marlene has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Marlene is part of 401K Generation, which operates out of Altamonte Springs, Florida. The firm has 34 employees and manages assets totaling $139.5 million. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at 401K Generation includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

237 S Westmonte Drive Suite 300
Altamonte Springs, FL 32714

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401K Generation Brokerage Details

Total Assets Under Management

$139,485,277

FL Average: $1,855,561,029
Total Number of Employees

34

FL Average: 62
Total Number of Accounts

179

FL Average: 2,474
Average Account Size

$779,247

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Marlene Nitsch Work History

2018 - Present (7 years)

401K Generation

2017 - 2018 (1 year)

Skyview Wealth Management, LLC

2017 - 2017 (< 1 year)

Asset Staffing

1995 - 2015 (20 years)

Suntrust Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Marlene Nitsch 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 401K Generation

Dyllan Mastrodicasa
Altamonte Springs, FL
Eric Stauffer
Altamonte Springs, FL
Edward Rojas
Altamonte Springs, FL
Gyasi Marshall
Altamonte Springs, FL
Kelli Rojas
Altamonte Springs, FL
Marlene Nitsch
Altamonte Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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