About this Advisor
Marvin Wiese is an investment advisor in Fremont, Nebraska. Currently an advisor with Edward Jones, Wiese has 13 years of professional experience in the financial advisory industry. Wiese maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Wiese is able to serve investors in Nebraska. Throughout their career, Wiese has worked at Edward Jones, Legacy Design Strategies, LLC, Northwestern Mutual and Legacy Design Strategies. Edward Jones is based out of Fremont, Nebraska, and operates out of 14,439 locations in the country. In total, Edward Jones manages $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marvin Wiese Work History
Marvin has 13 years of experience.
Legacy Design Strategies, LLC
Legacy Design Strategies
Marvin Wiese has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones