Marcia Ann Koory
Professional Summary
Marcia Ann Koory, who also goes by Marcia Ann Olson, is a registered financial advisor currently at PFLUG KOORY, LLC located in Omaha, Nebraska. Marcia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Marcia has worked at 2 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marcia Ann Olson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
43 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PFLUG KOORY, LLC | PRFLUG KOORY, LLC
Contact Information
Main Address
11312 'q' Street, Omaha, NE 68137Phone Number
(402) 691-0988# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
124AUM (Assets Under Management)
$346,958,057Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PFLUG KOORY, LLC | PRFLUG KOORY, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Marcia Ann Koory's CRS (Customer Relationship Summary).
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