Marcus
White

Terra Wealth

CRD#6436649
Investment Advisor
in Wausau, WI

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About this Advisor

Marcus White is a financial advisor based in Wausau, Wisconsin, working with Terra Wealth. Marcus has previously held positions at Pfs Investments Inc, Primerica Financial Services, Twin Lakes Bible Church, Calvary Reformed Church, Thompson Financial Group, Terra Wealth Management LLC, Pine Grove Community Chapel, and Eliason Realty Of The North, LLC. Marcus has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Marcus is part of Terra Wealth, which operates out of Wausau, Wisconsin. The firm has 28 offices and 65 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1488 Merrill Ave
Wausau, WI 54401

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Terra Wealth Brokerage Details

Total Assets Under Management

$250,086,346

WI Average: $3,625,019,099
Total Number of Employees

65

WI Average: 22
Total Number of Accounts

2,158

WI Average: 1,917
Average Account Size

$115,888

WI Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Marcus White Work History

2022 - Present (2 years)

Terra Wealth Management LLC

2021 - Present (3 years)

Pine Grove Community Chapel

2021 - 2022 (1 year)

Thompson Financial Group

2019 - 2022 (3 years)

Pfs Investments Inc

2018 - 2022 (4 years)

Primerica Financial Services

2016 - 2021 (5 years)

Eliason Realty Of The North, LLC

2015 - 2021 (6 years)

Twin Lakes Bible Church

2013 - 2015 (2 years)

Calvary Reformed Church

Disclosures

Please visit the SEC profile of Marcus White 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 Terra Wealth

Eric Gauthier
Chandler, AZ
Karter Doucette
Gilbert, AZ
Patrick Adams
Murfreesboro, TN
Marcus White
Wausau, WI
Michael Mcdonald
High Point, NC
Richard Wilkinson
High Point, NC
Jacob Hunt
San Tan Valley, AZ
Jeffery Cole
High Point, NC

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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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.

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