Marvin
Wiese

Edward Jones

CRD#6729566
Investment Advisor
in Fremont, NE

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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

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

3140 Elk Ln Ste 200
Fremont, NE 68025

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

NE Average: $11,469,110,461
Total Number of Employees

25,919

NE Average: 458
Total Number of Accounts

3,336,586

NE Average: 33,415
Average Account Size

$126,847

NE Average: $343,232

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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.

2017 - Present (4 years)

Edward Jones

2017 - 2017 (< 1 year)

Legacy Design Strategies, LLC

2016 - 2017 (1 year)

Northwestern Mutual

2007 - 2016 (9 years)

Legacy Design Strategies

Disclosures

Marvin Wiese has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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