Marlo
Testwuide

H. C. Denison Co

CRD#6403174
Investment Advisor
in Sheboygan, WI

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About this Advisor

Marlo Testwuide is a financial advisor based in Sheboygan, Wisconsin, working with H. C. Denison Co. Marlo has previously worked at H. C. Denison Co and H.C. Denison Co. Marlo has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Marlo is part of H. C. Denison Co, which is located in Sheboygan, Wisconsin. The firm has 4 employees and manages assets totaling $177.3 million. The firm serves high-net-worth clients and offers services such as portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at H. C. Denison Co is asset-based.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

618 North 7Th Street
Sheboygan, WI 53081

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H. C. Denison Co Brokerage Details

Total Assets Under Management

$177,342,193

WI Average: $2,826,565,184
Total Number of Employees

4

WI Average: 43
Total Number of Accounts

541

WI Average: 1,898
Average Account Size

$327,804

WI Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Marlo Testwuide Work History

2022 - Present (3 years)

H.C. Denison Co

2014 - Present (11 years)

H. C. Denison Co

2014 - Present (11 years)

H.C. Denison Co

Disclosures

Please visit the SEC profile of Marlo Testwuide 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 H. C. Denison Co

Marlo Testwuide
Sheboygan, WI
Joy Heinen
Sheboygan, WI
Robert Kuehl
Sheboygan, WI
James Testwuide
Sheboygan, WI

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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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